AWM
BSCM

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

Aevitas 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
-46,718
Closed -$989K – 118
2022
Q3 		$989K Sell
46,718
-20,071
-30% -$426K 0.74% 41
2022
Q2 		$1.42M Buy
66,789
+162
+0.2% +$3.44K 0.96% 33
2022
Q1 		$1.42M Buy
66,627
+154
+0.2% +$3.28K 0.87% 35
2021
Q4 		$1.42M Sell
66,473
-5,162
-7% -$111K 0.85% 33
2021
Q3 		$1.54M Buy
71,635
+211
+0.3% +$4.55K 0.98% 27
2021
Q2 		$1.54M Sell
71,424
-2,879
-4% -$62.3K 0.98% 30
2021
Q1 		$1.61M Buy
74,303
+238
+0.3% +$5.16K 1.12% 26
2020
Q4 		$1.61M Sell
74,065
-6,019
-8% -$131K 1.18% 25
2020
Q3 		$1.75M Sell
80,084
-19
-0% -$415 1.44% 17
2020
Q2 		$1.75M Buy
80,103
+23
+0% +$497 1.61% 14
2020
Q1 		$1.7M Buy
80,080
+57
+0.1% +$1.21K 1.9% 11
2019
Q4 		$1.72M Buy
80,023
+414
+0.5% +$8.9K 1.62% 17
2019
Q3 		$1.71M Buy
79,609
+393
+0.5% +$8.42K 1.71% 16
2019
Q2 		$1.7M Buy
79,216
+390
+0.5% +$8.26K 1.71% 17
2019
Q1 		$1.66M Buy
78,826
+372
+0.5% +$7.76K 1.48% 15
2018
Q4 		$1.62M Sell
78,454
-36,073
-31% -$741K 1.65% 13
2018
Q3 		$2.37M Sell
114,527
-4,482
-4% -$92.7K 2.14% 10
2018
Q2 		$2.46M Buy
119,009
+1,672
+1% +$34.5K 2.39% 7
2018
Q1 		$2.44M Buy
117,337
+40,808
+53% +$852K 2.43% 7
2017
Q4 		$1.62M Buy
+76,529
New +$1.63M 1.54% 17

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

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

Aevitas Wealth Management sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 46,718 shares — an estimated $989K sold.

Aevitas Wealth Management first reported a position in BSCM in Q4 2017 and held it in 20 quarters. The position peaked at $2.46M in Q2 2018. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

  • Aevitas Wealth Management reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Aevitas Wealth Management sold 46,718 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $989K.
  • Aevitas Wealth Management first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2017 and held it in 20 quarters.
  • Aevitas Wealth Management's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $2.46M in Q2 2018.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on Aevitas Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.