Wealthspire Advisors (Maryland)’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Wealthspire Advisors (Maryland)’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
2020 Q3	–	Sell	-9,281	Closed	-$203K	–	566
2020 Q2	$203K	Buy	+9,281	New	+$201K	0.01%	422
2019 Q4	–	Sell	-10,539	Closed	-$226K	–	522
2019 Q3	$226K	Buy	+10,539	New	+$226K	0.02%	410
2019 Q2	–	Sell	-2,306	Closed	-$49K	–	2495
2019 Q1	$49K	Buy	2,306 +16	+0.7%	+$334	﹤0.01%	910
2018 Q4	$47K	Sell	2,290 -1,717	-43%	-$35.3K	﹤0.01%	889
2018 Q3	$83K	Buy	4,007 +32	+0.8%	+$662	0.01%	766
2018 Q2	$82K	Buy	3,975 +22	+0.6%	+$454	0.01%	785
2018 Q1	$82K	Sell	3,953 -5,098	-56%	-$106K	0.01%	790
2017 Q4	$192K	Sell	9,051 -163	-2%	-$3.47K	0.02%	503
2017 Q3	$197K	Buy	9,214 +270	+3%	+$5.78K	0.02%	480
2017 Q2	$191K	Buy	+8,944	New	+$190K	0.02%	463

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s BSCM Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q3 2020, closing a stake of 9,281 shares — an estimated $203K sold.

Wealthspire Advisors (Maryland) first reported a position in BSCM in Q2 2017 and held it in 10 quarters. The position peaked at $226K in Q3 2019. 257 funds tracked by Wall St. Rank hold BSCM as of Q3 2020.

Wealthspire Advisors (Maryland) reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 9,281 Invesco BulletShares 2022 Corporate Bond ETF shares in Q3 2020, an estimated $203K.
Wealthspire Advisors (Maryland) first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q2 2017 and held it in 10 quarters.
Wealthspire Advisors (Maryland)'s Invesco BulletShares 2022 Corporate Bond ETF position peaked at $226K in Q3 2019.
257 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.