SCM
BSCM

Smith Capital Management’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Smith Capital 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
2020
Q3 		$1.07M Buy
49,153
+30,033
+157% +$657K 0.66% 34
2020
Q2 		$417K Buy
19,120
+1,620
+9% +$35K 0.27% 60
2020
Q1 		$371K Buy
17,500
+8,080
+86% +$172K 0.28% 56
2019
Q4 		$203K Buy
+9,420
New +$202K 0.13% 83

Other funds holding BSCM

Lido Advisors
Lido Advisors Los Angeles, California $32.7B 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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
Ameriprise
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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Smith Capital Management's BSCM Position: Q3 2020 in Review

Smith Capital Management increased its Invesco BulletShares 2022 Corporate Bond ETF (BSCM) stake by 157% in Q3 2020, buying an estimated $657K and bringing the position to 49,153 shares worth $1.07M. The position accounts for 0.66% of the portfolio, ranked #34.

Smith Capital Management first reported a position in BSCM in Q4 2019 and has held it in 4 quarters since. 257 funds tracked by Wall St. Rank hold BSCM as of Q3 2020.

  • Smith Capital Management held 49,153 shares of Invesco BulletShares 2022 Corporate Bond ETF worth $1.07M as of Q3 2020.
  • Smith Capital Management bought 30,033 Invesco BulletShares 2022 Corporate Bond ETF shares in Q3 2020, an estimated $657K.
  • Invesco BulletShares 2022 Corporate Bond ETF made up 0.66% of Smith Capital Management's portfolio in Q3 2020, its #34 holding.
  • Smith Capital Management first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2019 and has held it in 4 quarters since.
  • 257 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q3 2020.

Based on Smith Capital Management's 13F filing for Q3 2020, filed 13 Nov 2020.