AF
BSCM

Advisornet Financial’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Advisornet Financial’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
-3,676
Closed -$78K – 2544
2022
Q3 		$78K Hold
3,676
– – 0.01% 724
2022
Q2 		$78K Hold
3,676
– – 0.01% 746
2022
Q1 		$78K Sell
3,676
-22,579
-86% -$481K ﹤0.01% 822
2021
Q4 		$562K Buy
26,255
+400
+2% +$8.59K 0.03% 376
2021
Q3 		$557K Buy
25,855
+400
+2% +$8.63K 0.04% 347
2021
Q2 		$550K Hold
25,455
– – 0.04% 364
2021
Q1 		$551K Sell
25,455
-11,878
-32% -$258K 0.04% 349
2020
Q4 		$812K Buy
37,333
+8,029
+27% +$175K 0.07% 257
2020
Q3 		$640K Sell
29,304
-894
-3% -$19.5K 0.05% 298
2020
Q2 		$659K Sell
30,198
-2,358
-7% -$51K 0.05% 290
2020
Q1 		$690K Sell
32,556
-10,104
-24% -$215K 0.06% 244
2019
Q4 		$917K Buy
42,660
+23,121
+118% +$497K 0.08% 229
2019
Q3 		$420K Buy
19,539
+5,920
+43% +$127K 0.04% 361
2019
Q2 		$291K Buy
13,619
+5,424
+66% +$115K 0.03% 393
2019
Q1 		$173K Buy
8,195
+1,775
+28% +$37K 0.02% 448
2018
Q4 		$132K Hold
6,420
– – 0.02% 463
2018
Q3 		$133K Buy
6,420
+950
+17% +$19.7K 0.02% 494
2018
Q2 		$113K Hold
5,470
– – 0.02% 500
2018
Q1 		$114K Buy
5,470
+1,670
+44% +$34.9K 0.02% 501
2017
Q4 		$80K Buy
+3,800
New +$80.9K 0.01% 533

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

Advisornet Financial's BSCM Position: Q4 2022 in Review

Advisornet Financial sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 3,676 shares — an estimated $78K sold.

Advisornet Financial first reported a position in BSCM in Q4 2017 and held it in 20 quarters. The position peaked at $917K in Q4 2019. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

  • Advisornet Financial reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Advisornet Financial sold 3,676 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $78K.
  • Advisornet Financial first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2017 and held it in 20 quarters.
  • Advisornet Financial's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $917K in Q4 2019.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on Advisornet Financial's 13F filing for Q4 2022, filed 13 Jan 2023.