AWM
BSCM

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

Apollon 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
-142,428
Closed -$3.02M – 928
2022
Q3 		$3.02M Sell
142,428
-13,560
-9% -$288K 0.25% 85
2022
Q2 		$3.31M Buy
155,988
+14,597
+10% +$310K 0.28% 78
2022
Q1 		$3.01M Buy
141,391
+57,146
+68% +$1.22M 0.21% 100
2021
Q4 		$1.8M Buy
84,245
+1,000
+1% +$21.5K 0.13% 168
2021
Q3 		$1.79M Buy
+83,245
New +$1.8M 0.25% 82

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

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

Apollon Wealth Management sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 142,428 shares — an estimated $3.02M sold.

Apollon Wealth Management first reported a position in BSCM in Q3 2021 and held it in 5 quarters. The position peaked at $3.31M in Q2 2022. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

  • Apollon Wealth Management reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Apollon Wealth Management sold 142,428 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $3.02M.
  • Apollon Wealth Management first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q3 2021 and held it in 5 quarters.
  • Apollon Wealth Management's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $3.31M in Q2 2022.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on Apollon Wealth Management's 13F filing for Q4 2022, filed 15 Feb 2023.