PIA
BSCM

Perennial Investment Advisors’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Perennial Investment 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
2020
Q3 		– Sell
-10,240
Closed -$223K – 162
2020
Q2 		$223K Hold
10,240
– – 0.15% 114
2020
Q1 		$217K Buy
+10,240
New +$218K 0.19% 103

Other funds holding BSCM

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Perennial Investment Advisors's BSCM Position: Q3 2020 in Review

Perennial Investment Advisors sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q3 2020, closing a stake of 10,240 shares — an estimated $223K sold.

Perennial Investment Advisors first reported a position in BSCM in Q1 2020 and held it in 2 quarters. The position peaked at $223K in Q2 2020. 257 funds tracked by Wall St. Rank hold BSCM as of Q3 2020.

  • Perennial Investment Advisors reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Perennial Investment Advisors sold 10,240 Invesco BulletShares 2022 Corporate Bond ETF shares in Q3 2020, an estimated $223K.
  • Perennial Investment Advisors first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q1 2020 and held it in 2 quarters.
  • Perennial Investment Advisors's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $223K in Q2 2020.
  • 257 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q3 2020.

Based on Perennial Investment Advisors's 13F filing for Q3 2020, filed 26 Oct 2020.