Souders Financial Advisors’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Souders 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	-119,022	Closed	-$2.52M	–	159
2022 Q2	$2.52M	Buy	119,022 +5,637	+5%	+$120K	0.73%	47
2022 Q1	$2.41M	Buy	113,385 +5,225	+5%	+$111K	0.7%	46
2021 Q4	$2.31M	Buy	108,160 +4,602	+4%	+$98.8K	0.66%	51
2021 Q3	$2.23M	Buy	103,558 +5,073	+5%	+$109K	0.72%	49
2021 Q2	$2.13M	Buy	98,485 +3,868	+4%	+$83.7K	0.72%	48
2021 Q1	$2.05M	Buy	94,617 +2,876	+3%	+$62.4K	0.8%	44
2020 Q4	$2M	Buy	91,741 +1,947	+2%	+$42.5K	0.87%	40
2020 Q3	$1.96M	Buy	89,794 +10,975	+14%	+$240K	0.93%	39
2020 Q2	$1.72M	Buy	78,819 +69,298	+728%	+$1.5M	0.98%	37
2020 Q1	$202K	Buy	+9,521	New	+$203K	0.18%	85

Other funds holding BSCM

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 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

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Souders Financial Advisors's BSCM Position: Q3 2022 in Review

Souders Financial Advisors sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q3 2022, closing a stake of 119,022 shares — an estimated $2.52M sold.

Souders Financial Advisors first reported a position in BSCM in Q1 2020 and held it in 10 quarters. The position peaked at $2.52M in Q2 2022. 287 funds tracked by Wall St. Rank hold BSCM as of Q3 2022.

Souders Financial Advisors reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Souders Financial Advisors sold 119,022 Invesco BulletShares 2022 Corporate Bond ETF shares in Q3 2022, an estimated $2.52M.
Souders Financial Advisors first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q1 2020 and held it in 10 quarters.
Souders Financial Advisors's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $2.52M in Q2 2022.
287 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q3 2022.

Based on Souders Financial Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.