Private Advisory Group’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Private Advisory Group’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 Q2	–	Sell	-19,334	Closed	-$409K	–	142
2020 Q1	$409K	Sell	19,334 -50,146	-72%	-$1.07M	0.21%	68
2019 Q4	$1.49M	Sell	69,480 -39,629	-36%	-$852K	0.6%	49
2019 Q3	$2.35M	Buy	+109,109	New	+$2.34M	1.03%	42

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

FFW

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

MFWM

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

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

Private Advisory Group's BSCM Position: Q2 2020 in Review

Private Advisory Group sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q2 2020, closing a stake of 19,334 shares — an estimated $409K sold.

Private Advisory Group first reported a position in BSCM in Q3 2019 and held it in 3 quarters. The position peaked at $2.35M in Q3 2019. 257 funds tracked by Wall St. Rank hold BSCM as of Q2 2020.

Private Advisory Group reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
Private Advisory Group sold 19,334 Invesco BulletShares 2022 Corporate Bond ETF shares in Q2 2020, an estimated $409K.
Private Advisory Group first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q3 2019 and held it in 3 quarters.
Private Advisory Group's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $2.35M in Q3 2019.
257 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q2 2020.

Based on Private Advisory Group's 13F filing for Q2 2020, filed 21 Jul 2020.