BWM
BSCM

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

Blossom 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
-52,861
Closed -$1.12M – 46
2022
Q3 		$1.12M Sell
52,861
-1,057
-2% -$22.4K 6.3% 1
2022
Q2 		$1.14M Sell
53,918
-16
-0% -$340 5.79% 1
2022
Q1 		$1.15M Buy
53,934
+7,271
+16% +$155K 5.17% 2
2021
Q4 		$998K Buy
46,663
+6,197
+15% +$133K 4.91% 4
2021
Q3 		$871K Buy
+40,466
New +$873K 5.18% 5

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

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

Blossom Wealth Management sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 52,861 shares — an estimated $1.12M sold.

Blossom Wealth Management first reported a position in BSCM in Q3 2021 and held it in 5 quarters. The position peaked at $1.15M in Q1 2022. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

  • Blossom Wealth Management reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Blossom Wealth Management sold 52,861 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $1.12M.
  • Blossom Wealth Management first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q3 2021 and held it in 5 quarters.
  • Blossom Wealth Management's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $1.15M in Q1 2022.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on Blossom Wealth Management's 13F filing for Q4 2022, filed 20 Jan 2023.