Valeo Financial Advisors’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Valeo Financial 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	-1,174	Closed	-$25K	–	2124
2021 Q1	$25K	Hold	1,174	–	–	﹤0.01%	1108
2020 Q4	$26K	Hold	1,174	–	–	﹤0.01%	969
2020 Q3	$26K	Hold	1,174	–	–	﹤0.01%	859
2020 Q2	$26K	Hold	1,174	–	–	﹤0.01%	971
2020 Q1	$25K	Hold	1,174	–	–	﹤0.01%	837
2019 Q4	$25K	Hold	1,174	–	–	﹤0.01%	871
2019 Q3	$25K	Hold	1,174	–	–	﹤0.01%	793
2019 Q2	$25K	Hold	1,174	–	–	﹤0.01%	788
2019 Q1	$25K	Hold	1,174	–	–	﹤0.01%	722
2018 Q4	$24K	Hold	1,174	–	–	﹤0.01%	667
2018 Q3	$24K	Buy	1,174 +1,044	+803%	+$21.6K	﹤0.01%	731
2018 Q2	$3K	Sell	130 -1,300	-91%	-$26.8K	﹤0.01%	1310
2018 Q1	$30K	Buy	+1,430	New	+$29.9K	﹤0.01%	615

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

Valeo Financial Advisors's BSCM Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q2 2021, closing a stake of 1,174 shares — an estimated $25K sold.

Valeo Financial Advisors first reported a position in BSCM in Q1 2018 and held it in 13 quarters. The position peaked at $30K in Q1 2018. 304 funds tracked by Wall St. Rank hold BSCM as of Q2 2021.

Valeo Financial Advisors reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 1,174 Invesco BulletShares 2022 Corporate Bond ETF shares in Q2 2021, an estimated $25K.
Valeo Financial Advisors first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q1 2018 and held it in 13 quarters.
Valeo Financial Advisors's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $30K in Q1 2018.
304 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q2 2021.

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