Meridian Wealth Advisors’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Meridian Wealth Advisors’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 Q2	–	Sell	-10,250	Closed	-$222K	–	197
2021 Q1	$222K	Sell	10,250 -5,132	-33%	-$111K	0.07%	169
2020 Q4	$335K	Buy	+15,382	New	+$336K	0.12%	127
2019 Q1	–	Sell	-1,350	Closed	-$28K	–	458
2018 Q4	$28K	Buy	+1,350	New	+$27.7K	0.02%	321

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

BCM

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

SCA

Stonebridge Capital Advisors St Paul, Minnesota $1.43B AUM 21.98% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Meridian Wealth Advisors's BSCM Position: Q2 2021 in Review

Meridian Wealth Advisors sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q2 2021, closing a stake of 10,250 shares — an estimated $222K sold.

Meridian Wealth Advisors first reported a position in BSCM in Q4 2018 and held it in 3 quarters. The position peaked at $335K in Q4 2020. 304 funds tracked by Wall St. Rank hold BSCM as of Q2 2021.

Meridian Wealth Advisors reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
Meridian Wealth Advisors sold 10,250 Invesco BulletShares 2022 Corporate Bond ETF shares in Q2 2021, an estimated $222K.
Meridian Wealth Advisors first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2018 and held it in 3 quarters.
Meridian Wealth Advisors's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $335K in Q4 2020.
304 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q2 2021.

Based on Meridian Wealth Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.