W
BSCM

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

Wealthfront’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
2015
Q4 		– Sell
-1
Closed – – 1374
2015
Q3 		$0 Buy
+1
New +$21 ﹤0.01% 1598

Other funds holding BSCM

WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
Argentus Capital Management Dallas, Texas $284M AUM 12.72% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
RBCM
Raub Brock Capital Management Larkspur, California $363M AUM 12.74% 1-Year Est. Return

Wealthfront's BSCM Position: Q4 2015 in Review

Wealthfront sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2015, closing a stake of 1 share.

Wealthfront first reported a position in BSCM in Q3 2015 and held it in 1 quarter. The position peaked at $0 in Q3 2015. 43 funds tracked by Wall St. Rank hold BSCM as of Q4 2015.

  • Wealthfront reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 1 Invesco BulletShares 2022 Corporate Bond ETF share in Q4 2015.
  • Wealthfront first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q3 2015 and held it in 1 quarter.
  • Wealthfront's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $0 in Q3 2015.
  • 43 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.