Winthrop Partners - WNY’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Winthrop Partners - WNY’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
2019 Q3	$9.67K	Hold	450	–	–	0.01%	250
2019 Q2	$9.63K	Hold	450	–	–	0.01%	196
2019 Q1	$9.48K	Hold	450	–	–	0.01%	196
2018 Q4	$9.27K	Hold	450	–	–	0.01%	202
2018 Q3	$9.29K	Hold	450	–	–	0.01%	246
2018 Q2	$9.29K	Hold	450	–	–	0.01%	257
2018 Q1	$9.32K	Buy	+450	New	+$9.4K	0.01%	341

Other funds holding BSCM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

FFW

Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Winthrop Partners - WNY's BSCM Position: Q3 2019 in Review

Winthrop Partners - WNY held its Invesco BulletShares 2022 Corporate Bond ETF (BSCM) position steady in Q3 2019 at 450 shares worth $9.67K. The position accounts for 0.01% of the portfolio, ranked #250.

Winthrop Partners - WNY first reported a position in BSCM in Q1 2018 and has held it in 7 quarters since. 216 funds tracked by Wall St. Rank hold BSCM as of Q3 2019.

Winthrop Partners - WNY held 450 shares of Invesco BulletShares 2022 Corporate Bond ETF worth $9.67K as of Q3 2019.
Winthrop Partners - WNY left its Invesco BulletShares 2022 Corporate Bond ETF share count unchanged in Q3 2019.
Invesco BulletShares 2022 Corporate Bond ETF made up 0.01% of Winthrop Partners - WNY's portfolio in Q3 2019, its #250 holding.
Winthrop Partners - WNY first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q1 2018 and has held it in 7 quarters since.
216 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q3 2019.

Based on Winthrop Partners - WNY's 13F filing for Q3 2019, filed 28 Oct 2019.