Robertson Stephens Wealth Management’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Robertson Stephens Wealth Management’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	-9,964	Closed	-$216K	–	302
2020 Q4	$216K	Hold	9,964	–	–	0.05%	233
2020 Q3	$217K	Buy	+9,964	New	+$218K	0.05%	219

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $1.34B AUM 18.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MFWM

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

ECML

Eagle Capital Management (Louisiana) Mandeville, Louisiana $293M AUM 33.65% 1-Year Est. Return

Robertson Stephens Wealth Management's BSCM Position: Q1 2021 in Review

Robertson Stephens Wealth Management sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q1 2021, closing a stake of 9,964 shares — an estimated $216K sold.

Robertson Stephens Wealth Management first reported a position in BSCM in Q3 2020 and held it in 2 quarters. The position peaked at $217K in Q3 2020. 295 funds tracked by Wall St. Rank hold BSCM as of Q1 2021.

Robertson Stephens Wealth Management reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
Robertson Stephens Wealth Management sold 9,964 Invesco BulletShares 2022 Corporate Bond ETF shares in Q1 2021, an estimated $216K.
Robertson Stephens Wealth Management first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q3 2020 and held it in 2 quarters.
Robertson Stephens Wealth Management's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $217K in Q3 2020.
295 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q1 2021.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2021, filed 7 May 2021.