Wealth Quarterback’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Wealth Quarterback’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 Q3	$48K	Buy	2,196 +9	+0.4%	+$194	0.03%	243
2021 Q2	$48K	Buy	+2,187	New	+$47.3K	0.03%	236
2020 Q2	–	Sell	-6,570	Closed	-$164K	–	916
2020 Q1	$164K	Sell	6,570 -91,926	-93%	-$1.96M	0.15%	120
2019 Q4	$87K	Buy	+98,496	New	+$2.12M	0.08%	171

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

KAS

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

ADL

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

Wealth Quarterback's BSCM Position: Q3 2021 in Review

Wealth Quarterback increased its Invesco BulletShares 2022 Corporate Bond ETF (BSCM) stake by 0.41% in Q3 2021, buying an estimated $194 and bringing the position to 2,196 shares worth $48K. The position accounts for 0.03% of the portfolio, ranked #243.

Wealth Quarterback first reported a position in BSCM in Q4 2019 and has held it in 4 quarters since. The position peaked at $164K in Q1 2020. 305 funds tracked by Wall St. Rank hold BSCM as of Q3 2021.

Wealth Quarterback held 2,196 shares of Invesco BulletShares 2022 Corporate Bond ETF worth $48K as of Q3 2021.
Wealth Quarterback bought 9 Invesco BulletShares 2022 Corporate Bond ETF shares in Q3 2021, an estimated $194.
Invesco BulletShares 2022 Corporate Bond ETF made up 0.03% of Wealth Quarterback's portfolio in Q3 2021, its #243 holding.
Wealth Quarterback first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2019 and has held it in 4 quarters since.
Wealth Quarterback's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $164K in Q1 2020.
305 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.