AIM
BSCM

Aspen Investment Management’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Aspen 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
-134,531
Closed -$2.85M – 135
2022
Q3 		$2.85M Hold
134,531
– – 1.9% 11
2022
Q2 		$2.85M Sell
134,531
-1,535
-1% -$32.6K 1.78% 12
2022
Q1 		$2.89M Sell
136,066
-25,254
-16% -$538K 1.52% 18
2021
Q4 		$3.45M Sell
161,320
-427
-0.3% -$9.17K 1.7% 12
2021
Q3 		$3.48M Buy
161,747
+250
+0.2% +$5.39K 1.84% 12
2021
Q2 		$3.49M Buy
161,497
+11,987
+8% +$259K 1.82% 9
2021
Q1 		$3.23M Buy
149,510
+22,038
+17% +$478K 1.8% 11
2020
Q4 		$2.77M Buy
127,472
+38,101
+43% +$831K 1.64% 16
2020
Q3 		$1.95M Buy
89,371
+1,000
+1% +$21.9K 1.3% 22
2020
Q2 		$1.93M Sell
88,371
-2,000
-2% -$43.3K 1.38% 19
2020
Q1 		$1.91M Sell
90,371
-1,284
-1% -$27.3K 1.66% 13
2019
Q4 		$1.97M Buy
91,655
+4,850
+6% +$104K 1.23% 20
2019
Q3 		$1.86M Buy
86,805
+2,269
+3% +$48.6K 1.25% 18
2019
Q2 		$1.81M Buy
84,536
+34,293
+68% +$726K 1.19% 20
2019
Q1 		$1.06M Buy
50,243
+20,390
+68% +$426K 0.74% 45
2018
Q4 		$615K Hold
29,853
– – 0.49% 64
2018
Q3 		$617K Sell
29,853
-230
-0.8% -$4.76K 0.41% 74
2018
Q2 		$621K Sell
30,083
-2,468
-8% -$51K 0.43% 74
2018
Q1 		$676K Buy
32,551
+16,650
+105% +$348K 0.48% 68
2017
Q4 		$337K Buy
+15,901
New +$339K 0.24% 113

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

Aspen Investment Management's BSCM Position: Q4 2022 in Review

Aspen Investment Management sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 134,531 shares — an estimated $2.85M sold.

Aspen Investment Management first reported a position in BSCM in Q4 2017 and held it in 20 quarters. The position peaked at $3.49M in Q2 2021. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

  • Aspen Investment Management reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Aspen Investment Management sold 134,531 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $2.85M.
  • Aspen Investment Management first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2017 and held it in 20 quarters.
  • Aspen Investment Management's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $3.49M in Q2 2021.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on Aspen Investment Management's 13F filing for Q4 2022, filed 6 Feb 2023.