RCA
BSCM

Reitz Capital Advisors’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Reitz Capital 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
Q4 		– Sell
-38,045
Closed -$831K – 52
2020
Q3 		$831K Sell
38,045
-14,670
-28% -$321K 0.75% 19
2020
Q2 		$1.15M Sell
52,715
-94,523
-64% -$2.04M 1.46% 12
2020
Q1 		$3.12M Sell
147,238
-24,990
-15% -$532K 4.06% 5
2019
Q4 		$3.7M Sell
172,228
-881
-0.5% -$18.9K 4% 6
2019
Q3 		$3.72M Sell
173,109
-2,780
-2% -$59.6K 4.22% 6
2019
Q2 		$3.76M Buy
175,889
+10,920
+7% +$231K 4.24% 6
2019
Q1 		$3.48M Buy
164,969
+22,526
+16% +$470K 4.03% 7
2018
Q4 		$2.94M Buy
+142,443
New +$2.93M 3.55% 7

Other funds holding BSCM

Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return