New Potomac Partners’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

New Potomac 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	-14,225	Closed	-$306K	–	67
2021 Q3	$306K	Sell	14,225 -15,490	-52%	-$334K	0.21%	58
2021 Q2	$642K	Sell	29,715 -2,060	-6%	-$44.6K	0.44%	51
2021 Q1	$688K	Sell	31,775 -3,875	-11%	-$84.1K	0.51%	49
2020 Q4	$775K	Buy	35,650 +1,220	+4%	+$26.6K	0.56%	49
2020 Q3	$752K	Buy	34,430 +11,075	+47%	+$242K	0.6%	48
2020 Q2	$510K	Buy	23,355 +6,180	+36%	+$134K	0.46%	50
2020 Q1	$364K	Sell	17,175 -2,910	-14%	-$62K	0.4%	51
2019 Q4	$432K	Buy	20,085 +8,380	+72%	+$180K	0.4%	53
2019 Q3	$252K	Buy	11,705 +200	+2%	+$4.29K	0.25%	58
2019 Q2	$246K	Buy	11,505 +400	+4%	+$8.47K	0.25%	57
2019 Q1	$235K	Buy	11,105 +2,960	+36%	+$61.8K	0.24%	60
2018 Q4	$168K	Buy	8,145 +3,160	+63%	+$64.9K	0.18%	62
2018 Q3	$103K	Buy	4,985 +120	+2%	+$2.48K	0.1%	78
2018 Q2	$100K	Buy	+4,865	New	+$100K	0.1%	80

Other funds holding BSCM

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HPC

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 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

New Potomac Partners's BSCM Position: Q4 2021 in Review

New Potomac Partners sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2021, closing a stake of 14,225 shares — an estimated $306K sold.

New Potomac Partners first reported a position in BSCM in Q2 2018 and held it in 14 quarters. The position peaked at $775K in Q4 2020. 321 funds tracked by Wall St. Rank hold BSCM as of Q4 2021.

New Potomac Partners reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
New Potomac Partners sold 14,225 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2021, an estimated $306K.
New Potomac Partners first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q2 2018 and held it in 14 quarters.
New Potomac Partners's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $775K in Q4 2020.
321 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2021.

Based on New Potomac Partners's 13F filing for Q4 2021, filed 21 Jan 2022.