AWM
BSCM

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

Avior 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
-1,019
Closed -$21K – 1357
2022
Q3 		$21K Buy
1,019
+4
+0.4% +$85 ﹤0.01% 734
2022
Q2 		$21K Buy
1,015
+3
+0.3% +$64 ﹤0.01% 674
2022
Q1 		$21K Buy
1,012
+3
+0.3% +$64 ﹤0.01% 705
2021
Q4 		$21K Buy
1,009
+7
+0.7% +$150 ﹤0.01% 697
2021
Q3 		$21K Buy
1,002
+4
+0.4% +$86 ﹤0.01% 662
2021
Q2 		$21K Buy
998
+3
+0.3% +$65 ﹤0.01% 645
2021
Q1 		$21K Sell
995
-919
-48% -$19.9K ﹤0.01% 647
2020
Q4 		$41K Buy
1,914
+15
+0.8% +$327 0.01% 515
2020
Q3 		$41K Buy
1,899
+1,374
+262% +$30K 0.01% 518
2020
Q2 		$11K Buy
+525
New +$11.4K ﹤0.01% 662

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

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

Avior Wealth Management sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 1,019 shares — an estimated $21K sold.

Avior Wealth Management first reported a position in BSCM in Q2 2020 and held it in 10 quarters. The position peaked at $41K in Q4 2020. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

  • Avior Wealth Management reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Avior Wealth Management sold 1,019 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $21K.
  • Avior Wealth Management first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q2 2020 and held it in 10 quarters.
  • Avior Wealth Management's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $41K in Q4 2020.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on Avior Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.