AFWM
BSCM

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

AMJ Financial 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
-16,827
Closed -$356K – 62
2022
Q3 		$356K Hold
16,827
– – 0.23% 40
2022
Q2 		$357K Buy
+16,827
New +$357K 0.3% 39

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

AMJ Financial Wealth Management's BSCM Position: Q4 2022 in Review

AMJ Financial Wealth Management sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 16,827 shares — an estimated $356K sold.

AMJ Financial Wealth Management first reported a position in BSCM in Q2 2022 and held it in 2 quarters. The position peaked at $357K in Q2 2022. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

  • AMJ Financial Wealth Management reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • AMJ Financial Wealth Management sold 16,827 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $356K.
  • AMJ Financial Wealth Management first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q2 2022 and held it in 2 quarters.
  • AMJ Financial Wealth Management's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $357K in Q2 2022.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on AMJ Financial Wealth Management's 13F filing for Q4 2022, filed 1 Feb 2023.