Meridian Financial Partners’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Meridian Financial Partners’s Portfolio BSCM Stock Details BSCM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-37,616	Closed	-$810K	–	88
2021 Q3	$810K	Buy	37,616 +892	+2%	+$19.2K	0.54%	38
2021 Q2	$792K	Buy	36,724 +17,715	+93%	+$383K	0.54%	39
2021 Q1	$411K	Buy	19,009 +5,364	+39%	+$116K	0.31%	53
2020 Q4	$296K	Buy	13,645 +183	+1%	+$3.99K	0.23%	59
2020 Q3	$294K	Buy	13,462 +824	+7%	+$18K	0.25%	55
2020 Q2	$276K	Hold	12,638	–	–	0.25%	53
2020 Q1	$273K	Buy	12,638 +657	+5%	+$14K	0.29%	50
2019 Q4	$258K	Hold	11,981	–	–	0.26%	48
2019 Q3	$258K	Hold	11,981	–	–	0.29%	48
2019 Q2	$256K	Buy	11,981 +388	+3%	+$8.22K	0.29%	47
2019 Q1	$244K	Buy	11,593 +250	+2%	+$5.22K	0.28%	49
2018 Q4	$234K	Buy	+11,343	New	+$233K	0.32%	49

Other funds holding BSCM

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Meridian Financial Partners's BSCM Position: Q4 2021 in Review

Meridian Financial Partners sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2021, closing a stake of 37,616 shares — an estimated $810K sold.

Meridian Financial Partners first reported a position in BSCM in Q4 2018 and held it in 12 quarters. The position peaked at $810K in Q3 2021. 322 funds tracked by Wall St. Rank hold BSCM as of Q4 2021.

Meridian Financial Partners reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Meridian Financial Partners sold 37,616 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2021, an estimated $810K.
Meridian Financial Partners first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2018 and held it in 12 quarters.
Meridian Financial Partners's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $810K in Q3 2021.
322 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2021.

Based on Meridian Financial Partners's 13F filing for Q4 2021, filed 27 Jan 2022.