Woodard & Company Asset Management Group’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Woodard & Company Asset Management Group’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 Q1	–	Sell	-124,110	Closed	-$2.67M	–	94
2019 Q4	$2.67M	Sell	124,110 -11,600	-9%	-$249K	1.61%	7
2019 Q3	$2.92M	Buy	135,710 +125,710	+1,257%	+$2.69M	1.85%	8
2019 Q2	$214K	Hold	10,000	–	–	1.65%	25
2019 Q1	$211K	Buy	+10,000	New	+$209K	1.77%	23

Other funds holding BSCM

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return

EWM

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

FFW

Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return

Woodard & Company Asset Management Group's BSCM Position: Q1 2020 in Review

Woodard & Company Asset Management Group sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q1 2020, closing a stake of 124,110 shares — an estimated $2.67M sold.

Woodard & Company Asset Management Group first reported a position in BSCM in Q1 2019 and held it in 4 quarters. The position peaked at $2.92M in Q3 2019. 249 funds tracked by Wall St. Rank hold BSCM as of Q1 2020.

Woodard & Company Asset Management Group reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
Woodard & Company Asset Management Group sold 124,110 Invesco BulletShares 2022 Corporate Bond ETF shares in Q1 2020, an estimated $2.67M.
Woodard & Company Asset Management Group first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q1 2019 and held it in 4 quarters.
Woodard & Company Asset Management Group's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $2.92M in Q3 2019.
249 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q1 2020.

Based on Woodard & Company Asset Management Group's 13F filing for Q1 2020, filed 27 Apr 2020.