Stonebridge Financial Planning Group’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Stonebridge Financial Planning Group’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	-1,229	Closed	-$27K	–	441
2021 Q2	$27K	Hold	1,229	–	–	0.01%	282
2021 Q1	$27K	Buy	+1,229	New	+$26.7K	0.02%	275

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

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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 $1.43B AUM 22.07% 1-Year Est. Return

Stonebridge Financial Planning Group's BSCM Position: Q3 2021 in Review

Stonebridge Financial Planning Group sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q3 2021, closing a stake of 1,229 shares — an estimated $27K sold.

Stonebridge Financial Planning Group first reported a position in BSCM in Q1 2021 and held it in 2 quarters. The position peaked at $27K in Q2 2021. 305 funds tracked by Wall St. Rank hold BSCM as of Q3 2021.

Stonebridge Financial Planning Group reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
Stonebridge Financial Planning Group sold 1,229 Invesco BulletShares 2022 Corporate Bond ETF shares in Q3 2021, an estimated $27K.
Stonebridge Financial Planning Group first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q1 2021 and held it in 2 quarters.
Stonebridge Financial Planning Group's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $27K in Q2 2021.
305 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q3 2021.

Based on Stonebridge Financial Planning Group's 13F filing for Q3 2021, filed 8 Nov 2021.