Squar Milner Financial Services’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Squar Milner Financial Services’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 Q2	–	Sell	-4,060	Closed	-$85K	–	807
2020 Q1	$85K	Hold	4,060	–	–	0.05%	297
2019 Q4	$87K	Buy	+4,060	New	+$87.2K	0.04%	360
2019 Q3	–	Sell	-9,471	Closed	-$203K	–	821
2019 Q2	$203K	Sell	9,471 -3,170	-25%	-$67.1K	0.14%	162
2019 Q1	$266K	Buy	12,641 +143	+1%	+$2.98K	0.2%	123
2018 Q4	$258K	Hold	12,498	–	–	0.25%	104
2018 Q3	$258K	Hold	12,498	–	–	0.23%	116
2018 Q2	$258K	Buy	+12,498	New	+$258K	0.23%	119
2018 Q1	–	Sell	-12,498	Closed	-$263K	–	177
2017 Q4	$263K	Buy	+12,498	New	+$266K	0.32%	114

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

MFWM

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

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

Squar Milner Financial Services's BSCM Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q2 2020, closing a stake of 4,060 shares — an estimated $85K sold.

Squar Milner Financial Services first reported a position in BSCM in Q4 2017 and held it in 8 quarters. The position peaked at $266K in Q1 2019. 257 funds tracked by Wall St. Rank hold BSCM as of Q2 2020.

Squar Milner Financial Services reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 4,060 Invesco BulletShares 2022 Corporate Bond ETF shares in Q2 2020, an estimated $85K.
Squar Milner Financial Services first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2017 and held it in 8 quarters.
Squar Milner Financial Services's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $266K in Q1 2019.
257 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.