Syverson Strege & Co’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Syverson Strege & Co’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 Q4	–	Sell	-484	Closed	-$10K	–	506
2021 Q3	$10K	Hold	484	–	–	0.01%	246
2021 Q2	$10K	Hold	484	–	–	0.01%	200
2021 Q1	$10K	Hold	484	–	–	0.01%	195
2020 Q4	$11K	Buy	+484	New	+$10.6K	0.01%	180

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

ADL

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

BCM

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Syverson Strege & Co's BSCM Position: Q4 2021 in Review

Syverson Strege & Co sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2021, closing a stake of 484 shares — an estimated $10K sold.

Syverson Strege & Co first reported a position in BSCM in Q4 2020 and held it in 4 quarters. The position peaked at $11K in Q4 2020. 322 funds tracked by Wall St. Rank hold BSCM as of Q4 2021.

Syverson Strege & Co reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Syverson Strege & Co sold 484 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2021, an estimated $10K.
Syverson Strege & Co first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2020 and held it in 4 quarters.
Syverson Strege & Co's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $11K in Q4 2020.
322 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2021.

Based on Syverson Strege & Co's 13F filing for Q4 2021, filed 19 Jan 2022.