BWM
BSCM

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

BCS 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
-313,292
Closed -$6.64M – 196
2022
Q3 		$6.64M Sell
313,292
-24,437
-7% -$518K 3.12% 4
2022
Q2 		$7.16M Sell
337,729
-26,460
-7% -$562K 3.18% 5
2022
Q1 		$7.74M Sell
364,189
-108,786
-23% -$2.32M 3.21% 4
2021
Q4 		$10.1M Buy
472,975
+61,043
+15% +$1.31M 3.63% 5
2021
Q3 		$8.87M Buy
411,932
+40,216
+11% +$867K 3.76% 5
2021
Q2 		$8.03M Buy
371,716
+21,522
+6% +$466K 4.27% 4
2021
Q1 		$7.58M Buy
350,194
+46,603
+15% +$1.01M 3.6% 5
2020
Q4 		$6.6M Buy
303,591
+37,909
+14% +$827K 3.43% 5
2020
Q3 		$5.8M Buy
265,682
+6,322
+2% +$138K 3.28% 7
2020
Q2 		$5.66M Buy
259,360
+1,827
+0.7% +$39.5K 3.39% 7
2020
Q1 		$5.46M Buy
257,533
+58,929
+30% +$1.25M 3.82% 7
2019
Q4 		$4.27M Buy
+198,604
New +$4.27M 2.85% 9

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

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

BCS Wealth Management sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 313,292 shares — an estimated $6.64M sold.

BCS Wealth Management first reported a position in BSCM in Q4 2019 and held it in 12 quarters. The position peaked at $10.1M in Q4 2021. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

  • BCS Wealth Management reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • BCS Wealth Management sold 313,292 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $6.64M.
  • BCS Wealth Management first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2019 and held it in 12 quarters.
  • BCS Wealth Management's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $10.1M in Q4 2021.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on BCS Wealth Management's 13F filing for Q4 2022, filed 10 Jan 2023.