SHFA
BSCM

SC&H Financial Advisors’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

SC&H Financial 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
2022
Q3 		– Sell
-9,715
Closed -$206K – 138
2022
Q2 		$206K Buy
9,715
+4
+0% +$85 0.1% 134
2022
Q1 		$206K Sell
9,711
-2,297
-19% -$49K 0.1% 146
2021
Q4 		$257K Buy
+12,008
New +$258K 0.14% 130

Other funds holding BSCM

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 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 $530B AUM 22.01% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

SC&H Financial Advisors's BSCM Position: Q3 2022 in Review

SC&H Financial Advisors sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q3 2022, closing a stake of 9,715 shares — an estimated $206K sold.

SC&H Financial Advisors first reported a position in BSCM in Q4 2021 and held it in 3 quarters. The position peaked at $257K in Q4 2021. 287 funds tracked by Wall St. Rank hold BSCM as of Q3 2022.

  • SC&H Financial Advisors reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • SC&H Financial Advisors sold 9,715 Invesco BulletShares 2022 Corporate Bond ETF shares in Q3 2022, an estimated $206K.
  • SC&H Financial Advisors first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2021 and held it in 3 quarters.
  • SC&H Financial Advisors's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $257K in Q4 2021.
  • 287 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q3 2022.

Based on SC&H Financial Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.