AWM
BSCM

AE Wealth Management’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

AE Wealth Management’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
-136,364
Closed -$2.89M – 1952
2022
Q3 		$2.89M Buy
136,364
+13,658
+11% +$290K 0.02% 584
2022
Q2 		$2.6M Buy
122,706
+35,253
+40% +$748K 0.02% 581
2022
Q1 		$1.86M Buy
87,453
+49,089
+128% +$1.05M 0.01% 720
2021
Q4 		$821K Buy
+38,364
New +$824K 0.01% 1018
2021
Q2 		– Sell
-42,128
Closed -$912K – 1712
2021
Q1 		$912K Sell
42,128
-10,143
-19% -$220K 0.01% 803
2020
Q4 		$1.14M Buy
+52,271
New +$1.14M 0.01% 676
2020
Q3 		– Sell
-13,252
Closed -$289K – 1418
2020
Q2 		$289K Sell
13,252
-9,667
-42% -$209K ﹤0.01% 1037
2020
Q1 		$485K Sell
22,919
-7,376
-24% -$157K 0.01% 695
2019
Q4 		$652K Buy
30,295
+5,289
+21% +$114K 0.01% 650
2019
Q3 		$537K Buy
25,006
+7,006
+39% +$150K 0.02% 595
2019
Q2 		$385K Buy
+18,000
New +$381K 0.01% 664

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

AE Wealth Management's BSCM Position: Q4 2022 in Review

AE Wealth Management sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 136,364 shares — an estimated $2.89M sold.

AE Wealth Management first reported a position in BSCM in Q2 2019 and held it in 11 quarters. The position peaked at $2.89M in Q3 2022. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

  • AE Wealth Management reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • AE Wealth Management sold 136,364 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $2.89M.
  • AE Wealth Management first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q2 2019 and held it in 11 quarters.
  • AE Wealth Management's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $2.89M in Q3 2022.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on AE Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.