4FG
BSCM

4Thought Financial Group’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

4Thought Financial 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
2022
Q4 		– Sell
-193,057
Closed -$4.09M – 92
2022
Q3 		$4.09M Sell
193,057
-3,138
-2% -$66.5K 4.02% 5
2022
Q2 		$4.16M Sell
196,195
-4,371
-2% -$92.8K 3.9% 5
2022
Q1 		$4.26M Buy
200,566
+27
+0% +$575 3.78% 7
2021
Q4 		$4.29M Buy
200,539
+4,657
+2% +$100K 3.47% 8
2021
Q3 		$4.22M Buy
195,882
+17,593
+10% +$379K 3.66% 7
2021
Q2 		$3.85M Buy
178,289
+5,884
+3% +$127K 3.47% 9
2021
Q1 		$3.73M Buy
+172,405
New +$3.74M 3.6% 9

Other funds holding BSCM

SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
OIA
Optimum Investment Advisors Chicago, Illinois $252M AUM 26.44% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

4Thought Financial Group's BSCM Position: Q4 2022 in Review

4Thought Financial Group sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 193,057 shares — an estimated $4.09M sold.

4Thought Financial Group first reported a position in BSCM in Q1 2021 and held it in 7 quarters. The position peaked at $4.29M in Q4 2021. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

  • 4Thought Financial Group reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • 4Thought Financial Group sold 193,057 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $4.09M.
  • 4Thought Financial Group first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q1 2021 and held it in 7 quarters.
  • 4Thought Financial Group's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $4.29M in Q4 2021.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on 4Thought Financial Group's 13F filing for Q4 2022, filed 8 Feb 2023.