World Investment Advisors’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

World Investment Advisors’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 Q4	–	Sell	-301,813	Closed	-$6.59M	–	238
2020 Q3	$6.59M	Sell	301,813 -7,040	-2%	-$154K	2.26%	13
2020 Q2	$6.76M	Sell	308,853 -4,478	-1%	-$96.8K	2.37%	13
2020 Q1	$6.64M	Sell	313,331 -86,240	-22%	-$1.84M	3.08%	11
2019 Q4	$8.59M	Buy	399,571 +5,558	+1%	+$119K	3.35%	10
2019 Q3	$8.47M	Buy	394,013 +20,081	+5%	+$430K	3.63%	8
2019 Q2	$8.01M	Buy	373,932 +30,143	+9%	+$638K	3.53%	8
2019 Q1	$7.26M	Buy	343,789 +29,406	+9%	+$614K	3.31%	9
2018 Q4	$6.56M	Buy	+314,383	New	+$6.46M	2.94%	9

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

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

BCM

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

FFW

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

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

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

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

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

World Investment Advisors's BSCM Position: Q4 2020 in Review

World Investment Advisors sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2020, closing a stake of 301,813 shares — an estimated $6.59M sold.

World Investment Advisors first reported a position in BSCM in Q4 2018 and held it in 8 quarters. The position peaked at $8.59M in Q4 2019. 294 funds tracked by Wall St. Rank hold BSCM as of Q4 2020.

World Investment Advisors reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
World Investment Advisors sold 301,813 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2020, an estimated $6.59M.
World Investment Advisors first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2018 and held it in 8 quarters.
World Investment Advisors's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $8.59M in Q4 2019.
294 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2020.

Based on World Investment Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.