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

Strategic 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 Q2	–	Sell	-17,604	Closed	-$381K	–	214
2021 Q1	$381K	Sell	17,604 -12,397	-41%	-$269K	0.1%	165
2020 Q4	$653K	Buy	+30,001	New	+$655K	0.19%	98

Other funds holding BSCM

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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 $1.51B AUM 24.15% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return

BCM

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

SCA

Stonebridge Capital Advisors St Paul, Minnesota $1.43B AUM 21.98% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Strategic Investment Advisors's BSCM Position: Q2 2021 in Review

Strategic Investment Advisors sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q2 2021, closing a stake of 17,604 shares — an estimated $381K sold.

Strategic Investment Advisors first reported a position in BSCM in Q4 2020 and held it in 2 quarters. The position peaked at $653K in Q4 2020. 304 funds tracked by Wall St. Rank hold BSCM as of Q2 2021.

Strategic Investment Advisors reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
Strategic Investment Advisors sold 17,604 Invesco BulletShares 2022 Corporate Bond ETF shares in Q2 2021, an estimated $381K.
Strategic Investment Advisors first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2020 and held it in 2 quarters.
Strategic Investment Advisors's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $653K in Q4 2020.
304 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q2 2021.

Based on Strategic Investment Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.