ACA
BSCM

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

Aptus Capital Advisors’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
-2,363
Closed -$50K – 849
2022
Q3 		$50K Hold
2,363
– – ﹤0.01% 554
2022
Q2 		$50K Hold
2,363
– – ﹤0.01% 472
2022
Q1 		$50K Hold
2,363
– – ﹤0.01% 508
2021
Q4 		$51K Hold
2,363
– – ﹤0.01% 426
2021
Q3 		$51K Buy
+2,363
New +$51K ﹤0.01% 412
2020
Q2 		– Sell
-63,239
Closed -$1.34M – 481
2020
Q1 		$1.34M Buy
63,239
+2,758
+5% +$58.7K 0.12% 118
2019
Q4 		$1.3M Buy
+60,481
New +$1.3M 0.09% 158

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

Aptus Capital Advisors's BSCM Position: Q4 2022 in Review

Aptus Capital Advisors sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 2,363 shares — an estimated $50K sold.

Aptus Capital Advisors first reported a position in BSCM in Q4 2019 and held it in 7 quarters. The position peaked at $1.34M in Q1 2020. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

  • Aptus Capital Advisors reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Aptus Capital Advisors sold 2,363 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $50K.
  • Aptus Capital Advisors first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2019 and held it in 7 quarters.
  • Aptus Capital Advisors's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $1.34M in Q1 2020.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on Aptus Capital Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.