AAS
BSCM

Avantax Advisory Services’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Avantax Advisory Services’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
-129,342
Closed -$2.74M – 1483
2022
Q3 		$2.74M Buy
129,342
+34,855
+37% +$739K 0.04% 315
2022
Q2 		$2M Buy
94,487
+37,407
+66% +$794K 0.03% 381
2022
Q1 		$1.22M Buy
57,080
+37,285
+188% +$795K 0.02% 490
2021
Q4 		$423K Sell
19,795
-601
-3% -$12.9K 0.01% 823
2021
Q3 		$440K Sell
20,396
-3,295
-14% -$71.1K 0.01% 761
2021
Q2 		$512K Buy
23,691
+402
+2% +$8.7K 0.01% 703
2021
Q1 		$505K Buy
23,289
+5,999
+35% +$130K 0.01% 619
2020
Q4 		$376K Sell
17,290
-18,537
-52% -$405K 0.01% 647
2020
Q3 		$783K Buy
35,827
+25,293
+240% +$553K 0.01% 620
2020
Q2 		$230K Buy
+10,534
New +$228K 0.01% 733

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

Avantax Advisory Services's BSCM Position: Q4 2022 in Review

Avantax Advisory Services sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 129,342 shares — an estimated $2.74M sold.

Avantax Advisory Services first reported a position in BSCM in Q2 2020 and held it in 10 quarters. The position peaked at $2.74M in Q3 2022. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

  • Avantax Advisory Services reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Avantax Advisory Services sold 129,342 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $2.74M.
  • Avantax Advisory Services first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q2 2020 and held it in 10 quarters.
  • Avantax Advisory Services's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $2.74M in Q3 2022.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on Avantax Advisory Services's 13F filing for Q4 2022, filed 13 Feb 2023.