SIA
BSCM

Soltis Investment Advisors’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Soltis Investment 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
2021
Q3 		– Sell
-19,688
Closed -$425K – 260
2021
Q2 		$425K Buy
19,688
+79
+0.4% +$1.71K 0.07% 173
2021
Q1 		$424K Buy
+19,609
New +$425K 0.08% 160

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
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 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
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

Soltis Investment Advisors's BSCM Position: Q3 2021 in Review

Soltis Investment Advisors sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q3 2021, closing a stake of 19,688 shares — an estimated $425K sold.

Soltis Investment Advisors first reported a position in BSCM in Q1 2021 and held it in 2 quarters. The position peaked at $425K in Q2 2021. 305 funds tracked by Wall St. Rank hold BSCM as of Q3 2021.

  • Soltis Investment Advisors reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Soltis Investment Advisors sold 19,688 Invesco BulletShares 2022 Corporate Bond ETF shares in Q3 2021, an estimated $425K.
  • Soltis Investment Advisors first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q1 2021 and held it in 2 quarters.
  • Soltis Investment Advisors's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $425K in Q2 2021.
  • 305 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q3 2021.

Based on Soltis Investment Advisors's 13F filing for Q3 2021, filed 9 Nov 2021.