Strategic Asset Management’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Strategic Asset 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
2022 Q3	$275K	Hold	13,006	–	–	0.48%	40
2022 Q2	$276K	Hold	13,006	–	–	0.44%	43
2022 Q1	$277K	Hold	13,006	–	–	0.39%	46
2021 Q4	$278K	Hold	13,006	–	–	0.39%	46
2021 Q3	$280K	Buy	+13,006	New	+$281K	0.39%	45

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

Strategic Asset Management's BSCM Position: Q3 2022 in Review

Strategic Asset Management held its Invesco BulletShares 2022 Corporate Bond ETF (BSCM) position steady in Q3 2022 at 13,006 shares worth $275K. The position accounts for 0.48% of the portfolio, ranked #40.

Strategic Asset Management first reported a position in BSCM in Q3 2021 and has held it in 5 quarters since. The position peaked at $280K in Q3 2021. 287 funds tracked by Wall St. Rank hold BSCM as of Q3 2022.

Strategic Asset Management held 13,006 shares of Invesco BulletShares 2022 Corporate Bond ETF worth $275K as of Q3 2022.
Strategic Asset Management left its Invesco BulletShares 2022 Corporate Bond ETF share count unchanged in Q3 2022.
Invesco BulletShares 2022 Corporate Bond ETF made up 0.48% of Strategic Asset Management's portfolio in Q3 2022, its #40 holding.
Strategic Asset Management first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q3 2021 and has held it in 5 quarters since.
Strategic Asset Management's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $280K in Q3 2021.
287 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.