Personal Wealth Partners’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Personal Wealth 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	-11,865	Closed	-$255K	–	83
2021 Q3	$255K	Hold	11,865	–	–	0.11%	69
2021 Q2	$256K	Sell	11,865 -1,853	-14%	-$40.1K	0.1%	69
2021 Q1	$297K	Buy	+13,718	New	+$298K	0.13%	58

Other funds holding BSCM

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 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

Personal Wealth Partners's BSCM Position: Q4 2021 in Review

Personal Wealth Partners sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2021, closing a stake of 11,865 shares — an estimated $255K sold.

Personal Wealth Partners first reported a position in BSCM in Q1 2021 and held it in 3 quarters. The position peaked at $297K in Q1 2021. 322 funds tracked by Wall St. Rank hold BSCM as of Q4 2021.

Personal Wealth Partners reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Personal Wealth Partners sold 11,865 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2021, an estimated $255K.
Personal Wealth Partners first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q1 2021 and held it in 3 quarters.
Personal Wealth Partners's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $297K in Q1 2021.
322 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2021.

Based on Personal Wealth Partners's 13F filing for Q4 2021, filed 14 Feb 2022.