BFA
BSCM

Benedict Financial Advisors’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Benedict Financial Advisors’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
-324,014
Closed -$6.86M – 118
2022
Q3 		$6.86M Buy
324,014
+5,213
+2% +$111K 2.2% 8
2022
Q2 		$6.75M Buy
318,801
+308,154
+2,894% +$6.54M 2% 11
2022
Q1 		$213K Sell
10,647
-244,302
-96% -$5.21M 0.06% 120
2021
Q4 		$5.45M Buy
254,949
+44,889
+21% +$964K 1.42% 18
2021
Q3 		$4.52M Buy
210,060
+14,334
+7% +$309K 1.26% 23
2021
Q2 		$4.23M Buy
195,726
+17,783
+10% +$385K 1.17% 29
2021
Q1 		$3.85M Buy
177,943
+50,078
+39% +$1.09M 1.11% 30
2020
Q4 		$2.78M Buy
127,865
+14,960
+13% +$326K 1% 39
2020
Q3 		$2.47M Buy
112,905
+22,038
+24% +$482K 0.95% 39
2020
Q2 		$1.98M Buy
90,867
+5,230
+6% +$113K 0.82% 44
2020
Q1 		$1.81M Buy
85,637
+20,918
+32% +$445K 0.85% 44
2019
Q4 		$1.39M Buy
64,719
+13,627
+27% +$293K 0.54% 61
2019
Q3 		$1.1M Buy
51,092
+15,466
+43% +$331K 0.45% 72
2019
Q2 		$762K Buy
35,626
+6,803
+24% +$144K 0.32% 82
2019
Q1 		$609K Buy
28,823
+2,866
+11% +$59.8K 0.26% 85
2018
Q4 		$535K Buy
25,957
+2,828
+12% +$58.1K 0.26% 82
2018
Q3 		$478K Buy
23,129
+2,364
+11% +$48.9K 0.21% 84
2018
Q2 		$429K Buy
20,765
+1,910
+10% +$39.4K 0.21% 83
2018
Q1 		$392K Buy
18,855
+224
+1% +$4.68K 0.2% 85
2017
Q4 		$394K Buy
18,631
+1,761
+10% +$37.5K 0.19% 85
2017
Q3 		$361K Buy
16,870
+1,181
+8% +$25.3K 0.19% 87
2017
Q2 		$336K Buy
15,689
+3,533
+29% +$75.2K 0.17% 87
2017
Q1 		$256K Buy
12,156
+2,321
+24% +$48.7K 0.14% 94
2016
Q4 		$206K Buy
+9,835
New +$208K 0.12% 98

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

Benedict Financial Advisors's BSCM Position: Q4 2022 in Review

Benedict Financial Advisors sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 324,014 shares — an estimated $6.86M sold.

Benedict Financial Advisors first reported a position in BSCM in Q4 2016 and held it in 24 quarters. The position peaked at $6.86M in Q3 2022. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

  • Benedict Financial Advisors reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Benedict Financial Advisors sold 324,014 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $6.86M.
  • Benedict Financial Advisors first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2016 and held it in 24 quarters.
  • Benedict Financial Advisors's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $6.86M in Q3 2022.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on Benedict Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.