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

Strategic Wealth Management 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 Q2	$620K	Buy	28,727 +6,934	+32%	+$150K	0.23%	59
2021 Q1	$472K	Buy	21,793 +11,095	+104%	+$241K	0.18%	72
2020 Q4	$233K	Buy	+10,698	New	+$233K	0.1%	112

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

SCA

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Strategic Wealth Management Group's BSCM Position: Q2 2021 in Review

Strategic Wealth Management Group increased its Invesco BulletShares 2022 Corporate Bond ETF (BSCM) stake by 32% in Q2 2021, buying an estimated $150K and bringing the position to 28,727 shares worth $620K. The position accounts for 0.23% of the portfolio, ranked #59.

Strategic Wealth Management Group first reported a position in BSCM in Q4 2020 and has held it in 3 quarters since. 304 funds tracked by Wall St. Rank hold BSCM as of Q2 2021.

Strategic Wealth Management Group held 28,727 shares of Invesco BulletShares 2022 Corporate Bond ETF worth $620K as of Q2 2021.
Strategic Wealth Management Group bought 6,934 Invesco BulletShares 2022 Corporate Bond ETF shares in Q2 2021, an estimated $150K.
Invesco BulletShares 2022 Corporate Bond ETF made up 0.23% of Strategic Wealth Management Group's portfolio in Q2 2021, its #59 holding.
Strategic Wealth Management Group first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2020 and has held it in 3 quarters since.
304 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q2 2021.

Based on Strategic Wealth Management Group's 13F filing for Q2 2021, filed 13 Aug 2021.