AC
BSCM

Apella Capital’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Apella Capital’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
-24,255
Closed -$514K – 243
2022
Q3 		$514K Sell
24,255
-1,298
-5% -$27.5K 0.06% 132
2022
Q2 		$541K Sell
25,553
-685
-3% -$14.5K 0.06% 131
2022
Q1 		$558K Sell
26,238
-5,569
-18% -$119K 0.08% 123
2021
Q4 		$680K Sell
31,807
-1,069
-3% -$23K 0.09% 107
2021
Q3 		$708K Sell
32,876
-6,767
-17% -$146K 0.1% 107
2021
Q2 		$856K Sell
39,643
-6,769
-15% -$146K 0.14% 99
2021
Q1 		$1M Sell
46,412
-17,902
-28% -$388K 0.32% 58
2020
Q4 		$1.4M Buy
64,314
+653
+1% +$14.2K 0.49% 43
2020
Q3 		$1.39M Buy
63,661
+3,252
+5% +$71.1K 0.56% 36
2020
Q2 		$1.32M Sell
60,409
-2,420
-4% -$52.3K 0.61% 36
2020
Q1 		$1.33M Buy
+62,829
New +$1.34M 0.78% 31

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

Apella Capital's BSCM Position: Q4 2022 in Review

Apella Capital sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 24,255 shares — an estimated $514K sold.

Apella Capital first reported a position in BSCM in Q1 2020 and held it in 11 quarters. The position peaked at $1.4M in Q4 2020. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

  • Apella Capital reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Apella Capital sold 24,255 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $514K.
  • Apella Capital first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q1 2020 and held it in 11 quarters.
  • Apella Capital's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $1.4M in Q4 2020.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on Apella Capital's 13F filing for Q4 2022, filed 10 Jan 2023.