PSF
BSCM

Pacific Sun Financial’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Pacific Sun Financial’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
2018
Q1 		– Sell
-120,254
Closed -$2.55M – 231
2017
Q4 		$2.55M Buy
+120,254
New +$2.56M 1.39% 24

Other funds holding BSCM

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Pacific Sun Financial's BSCM Position: Q1 2018 in Review

Pacific Sun Financial sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q1 2018, closing a stake of 120,254 shares — an estimated $2.55M sold.

Pacific Sun Financial first reported a position in BSCM in Q4 2017 and held it in 1 quarter. The position peaked at $2.55M in Q4 2017. 103 funds tracked by Wall St. Rank hold BSCM as of Q1 2018.

  • Pacific Sun Financial reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Pacific Sun Financial sold 120,254 Invesco BulletShares 2022 Corporate Bond ETF shares in Q1 2018, an estimated $2.55M.
  • Pacific Sun Financial first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2017 and held it in 1 quarter.
  • Pacific Sun Financial's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $2.55M in Q4 2017.
  • 103 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q1 2018.

Based on Pacific Sun Financial's 13F filing for Q1 2018, filed 14 May 2018.