Morgan Stanley
BSCM

Morgan Stanley’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Morgan Stanley’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
Q4 		– Sell
-2,450,646
Closed -$51.9M – 8191
2022
Q3 		$51.9M Sell
2,450,646
-29,680
-1% -$629K 0.01% 1287
2022
Q2 		$52.6M Sell
2,480,326
-1,223,760
-33% -$26M 0.01% 1330
2022
Q1 		$78.7M Sell
3,704,086
-482,868
-12% -$10.3M 0.01% 1019
2021
Q4 		$89.6M Sell
4,186,954
-187,966
-4% -$4.04M 0.01% 968
2021
Q3 		$94.2M Buy
4,374,920
+641,004
+17% +$13.8M 0.01% 874
2021
Q2 		$80.6M Sell
3,733,916
-89,775
-2% -$1.94M 0.01% 984
2021
Q1 		$82.7M Buy
3,823,691
+313,701
+9% +$6.81M 0.01% 870
2020
Q4 		$76.3M Sell
3,509,990
-47,796
-1% -$1.04M 0.01% 840
2020
Q3 		$77.7M Buy
3,557,786
+186,413
+6% +$4.08M 0.02% 699
2020
Q2 		$73.6M Buy
3,371,373
+250,849
+8% +$5.43M 0.02% 663
2020
Q1 		$66.1M Sell
3,120,524
-109,072
-3% -$2.32M 0.02% 622
2019
Q4 		$69.5M Buy
3,229,596
+218,411
+7% +$4.69M 0.02% 767
2019
Q3 		$64.7M Buy
3,011,185
+427,783
+17% +$9.17M 0.02% 730
2019
Q2 		$55.3M Buy
2,583,402
+457,907
+22% +$9.7M 0.01% 809
2019
Q1 		$44.9M Buy
2,125,495
+186,233
+10% +$3.89M 0.01% 910
2018
Q4 		$40M Buy
1,939,262
+232,780
+14% +$4.78M 0.01% 938
2018
Q3 		$35.2M Buy
1,706,482
+127,239
+8% +$2.63M 0.01% 1202
2018
Q2 		$32.6M Buy
1,579,243
+141,994
+10% +$2.93M 0.01% 1191
2018
Q1 		$29.9M Buy
1,437,249
+163,739
+13% +$3.42M 0.01% 1302
2017
Q4 		$27M Buy
1,273,510
+89,081
+8% +$1.9M 0.01% 1415
2017
Q3 		$25.4M Sell
1,184,429
-45,146
-4% -$967K 0.01% 1392
2017
Q2 		$26.2M Buy
1,229,575
+230,636
+23% +$4.91M 0.01% 1311
2017
Q1 		$21M Buy
998,939
+296,651
+42% +$6.23M 0.01% 1513
2016
Q4 		$14.7M Buy
702,288
+19,028
+3% +$403K ﹤0.01% 1839
2016
Q3 		$14.8M Sell
683,260
-11,736
-2% -$253K 0.01% 1688
2016
Q2 		$15M Sell
694,996
-121,775
-15% -$2.58M 0.01% 1653
2016
Q1 		$17.2M Buy
816,771
+453,148
+125% +$9.29M 0.01% 1421
2015
Q4 		$7.38M Buy
363,623
+51,593
+17% +$1.06M ﹤0.01% 2279
2015
Q3 		$6.43M Sell
312,030
-55,392
-15% -$1.14M ﹤0.01% 2419
2015
Q2 		$7.59M Buy
367,422
+14,163
+4% +$297K ﹤0.01% 2386
2015
Q1 		$7.5M Buy
353,259
+16,944
+5% +$357K ﹤0.01% 2363
2014
Q4 		$6.99M Buy
336,315
+30,673
+10% +$637K ﹤0.01% 2401
2014
Q3 		$6.32M Buy
305,642
+289,165
+1,755% +$6.02M ﹤0.01% 2434
2014
Q2 		$344K Buy
16,477
+3,154
+24% +$65.2K ﹤0.01% 4855
2014
Q1 		$272K Buy
13,323
+11,220
+534% +$228K ﹤0.01% 4938
2013
Q4 		$42K Buy
+2,103
New +$41.8K ﹤0.01% 5660

Other funds holding BSCM

SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
OIA
Optimum Investment Advisors Chicago, Illinois $252M AUM 26.44% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Morgan Stanley's BSCM Position: Q4 2022 in Review

Morgan Stanley sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 2,450,646 shares — an estimated $51.9M sold.

Morgan Stanley first reported a position in BSCM in Q4 2013 and held it in 36 quarters. The position peaked at $94.2M in Q3 2021. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

  • Morgan Stanley reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Morgan Stanley sold 2,450,646 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $51.9M.
  • Morgan Stanley first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2013 and held it in 36 quarters.
  • Morgan Stanley's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $94.2M in Q3 2021.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on Morgan Stanley's 13F filing for Q4 2022, filed 14 Feb 2023.