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

Axxcess 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	-12,723	Closed	-$269K	–	703
2022 Q3	$269K	Sell	12,723 -153	-1%	-$3.24K	0.03%	425
2022 Q2	$273K	Sell	12,876 -5,990	-32%	-$127K	0.03%	421
2022 Q1	$401K	Hold	18,866	–	–	0.03%	408
2021 Q4	$404K	Buy	+18,866	New	+$405K	0.03%	411

Other funds holding BSCM

SAS

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

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

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

Axxcess Wealth Management sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 12,723 shares — an estimated $269K sold.

Axxcess Wealth Management first reported a position in BSCM in Q4 2021 and held it in 4 quarters. The position peaked at $404K in Q4 2021. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

Axxcess Wealth Management reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Axxcess Wealth Management sold 12,723 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $269K.
Axxcess Wealth Management first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2021 and held it in 4 quarters.
Axxcess Wealth Management's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $404K in Q4 2021.
3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

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