Migdal Insurance & Financial Holdings’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Migdal Insurance & Financial Holdings’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
2022 Q2	–	Sell	-1,400	Closed	-$30K	–	657
2022 Q1	$30K	Sell	1,400 -243,658	-99%	-$5.19M	﹤0.01%	490
2021 Q4	$5.24M	Buy	245,058 +5,789	+2%	+$124K	0.05%	129
2021 Q3	$5.15M	Sell	239,269 -1,671	-0.7%	-$36K	0.05%	132
2021 Q2	$5.2M	Buy	240,940 +300	+0.1%	+$6.49K	0.05%	138
2021 Q1	$5.21M	Buy	240,640 +6,007	+3%	+$130K	0.05%	152
2020 Q4	$5.1M	Buy	234,633 +820	+0.4%	+$17.9K	0.06%	119
2020 Q3	$5.11M	Buy	233,813 +10,013	+4%	+$219K	0.07%	145
2020 Q2	$4.88M	Buy	223,800 +22,480	+11%	+$486K	0.08%	134
2020 Q1	$4.26M	Buy	+201,320	New	+$4.29M	0.1%	98

Other funds holding BSCM

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Migdal Insurance & Financial Holdings's BSCM Position: Q2 2022 in Review

Migdal Insurance & Financial Holdings sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q2 2022, closing a stake of 1,400 shares — an estimated $30K sold.

Migdal Insurance & Financial Holdings first reported a position in BSCM in Q1 2020 and held it in 9 quarters. The position peaked at $5.24M in Q4 2021. 303 funds tracked by Wall St. Rank hold BSCM as of Q2 2022.

Migdal Insurance & Financial Holdings reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 1,400 Invesco BulletShares 2022 Corporate Bond ETF shares in Q2 2022, an estimated $30K.
Migdal Insurance & Financial Holdings first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q1 2020 and held it in 9 quarters.
Migdal Insurance & Financial Holdings's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $5.24M in Q4 2021.
303 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q2 2022.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q2 2022, filed 10 Aug 2022.