AIFAIM
BSCM

American Institute for Advanced Investment Management’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

American Institute for Advanced Investment 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
-150,805
Closed -$3.19M – 111
2022
Q3 		$3.19M Sell
150,805
-7,630
-5% -$162K 2.98% 7
2022
Q2 		$3.36M Sell
158,435
-2,700
-2% -$57.3K 2.94% 6
2022
Q1 		$3.43M Buy
161,135
+18,340
+13% +$391K 2.49% 10
2021
Q4 		$3.05M Sell
142,795
-1,350
-0.9% -$29K 2.06% 12
2021
Q3 		$3.1M Buy
144,145
+4,450
+3% +$96K 2.2% 11
2021
Q2 		$3.02M Buy
139,695
+12,725
+10% +$275K 2.13% 11
2021
Q1 		$2.75M Buy
126,970
+17,350
+16% +$376K 2.1% 12
2020
Q4 		$2.38M Buy
109,620
+9,440
+9% +$206K 1.92% 14
2020
Q3 		$2.19M Buy
100,180
+11,525
+13% +$252K 1.97% 15
2020
Q2 		$1.93M Buy
88,655
+3,010
+4% +$65.1K 1.83% 16
2020
Q1 		$1.81M Buy
85,645
+36,200
+73% +$771K 1.97% 14
2019
Q4 		$1.06M Buy
+49,445
New +$1.06M 1.03% 35

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

American Institute for Advanced Investment Management's BSCM Position: Q4 2022 in Review

American Institute for Advanced Investment Management sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 150,805 shares — an estimated $3.19M sold.

American Institute for Advanced Investment Management first reported a position in BSCM in Q4 2019 and held it in 12 quarters. The position peaked at $3.43M in Q1 2022. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

  • American Institute for Advanced Investment Management reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • American Institute for Advanced Investment Management sold 150,805 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $3.19M.
  • American Institute for Advanced Investment Management first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2019 and held it in 12 quarters.
  • American Institute for Advanced Investment Management's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $3.43M in Q1 2022.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on American Institute for Advanced Investment Management's 13F filing for Q4 2022, filed 19 Jan 2023.