RFN
BSCM

RDA Financial Network’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

RDA Financial Network’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
Q1 		– Sell
-9,209
Closed -$200K – 245
2020
Q4 		$200K Sell
9,209
-41,796
-82% -$912K 0.09% 214
2020
Q3 		$1.11M Buy
51,005
+105
+0.2% +$2.3K 0.5% 59
2020
Q2 		$1.11M Buy
+50,900
New +$1.1M 0.55% 47

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 $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return
ECML
Eagle Capital Management (Louisiana) Mandeville, Louisiana $293M AUM 33.65% 1-Year Est. Return

RDA Financial Network's BSCM Position: Q1 2021 in Review

RDA Financial Network sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q1 2021, closing a stake of 9,209 shares — an estimated $200K sold.

RDA Financial Network first reported a position in BSCM in Q2 2020 and held it in 3 quarters. The position peaked at $1.11M in Q3 2020. 295 funds tracked by Wall St. Rank hold BSCM as of Q1 2021.

  • RDA Financial Network reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • RDA Financial Network sold 9,209 Invesco BulletShares 2022 Corporate Bond ETF shares in Q1 2021, an estimated $200K.
  • RDA Financial Network first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q2 2020 and held it in 3 quarters.
  • RDA Financial Network's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $1.11M in Q3 2020.
  • 295 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q1 2021.

Based on RDA Financial Network's 13F filing for Q1 2021, filed 6 May 2021.