AP
BSCM

Atwood & Palmer’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Atwood & Palmer’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
-14,075
Closed -$298K – 402
2022
Q3 		$298K Sell
14,075
-1,925
-12% -$40.8K 0.03% 123
2022
Q2 		$339K Sell
16,000
-89,416
-85% -$1.9M 0.03% 115
2022
Q1 		$2.24M Sell
105,416
-135,115
-56% -$2.88M 0.19% 61
2021
Q4 		$5.14M Sell
240,531
-5,973
-2% -$128K 0.43% 51
2021
Q3 		$5.31M Buy
246,504
+3
+0% +$65 0.47% 51
2021
Q2 		$5.32M Sell
246,501
-8,072
-3% -$175K 0.48% 51
2021
Q1 		$5.51M Sell
254,573
-4,689
-2% -$102K 0.53% 51
2020
Q4 		$5.64M Sell
259,262
-29,435
-10% -$642K 0.61% 49
2020
Q3 		$6.3M Buy
288,697
+11,205
+4% +$245K 0.79% 43
2020
Q2 		$6.05M Buy
277,492
+16,679
+6% +$361K 0.82% 43
2020
Q1 		$5.52M Buy
260,813
+11,256
+5% +$240K 0.87% 41
2019
Q4 		$5.37M Buy
249,557
+16,677
+7% +$358K 0.69% 40
2019
Q3 		$5M Buy
232,880
+192,730
+480% +$4.13M 0.67% 40
2019
Q2 		$859K Buy
40,150
+14,100
+54% +$299K 0.12% 73
2019
Q1 		$550K Buy
26,050
+3,750
+17% +$78.3K 0.08% 80
2018
Q4 		$460K Buy
22,300
+11,050
+98% +$227K 0.07% 82
2018
Q3 		$232K Buy
11,250
+9,250
+463% +$191K 0.03% 120
2018
Q2 		$41K Buy
+2,000
New +$41.3K 0.01% 187

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

Atwood & Palmer's BSCM Position: Q4 2022 in Review

Atwood & Palmer sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 14,075 shares — an estimated $298K sold.

Atwood & Palmer first reported a position in BSCM in Q2 2018 and held it in 18 quarters. The position peaked at $6.3M in Q3 2020. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

  • Atwood & Palmer reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Atwood & Palmer sold 14,075 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $298K.
  • Atwood & Palmer first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q2 2018 and held it in 18 quarters.
  • Atwood & Palmer's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $6.3M in Q3 2020.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on Atwood & Palmer's 13F filing for Q4 2022, filed 31 Jan 2023.