BBW
BSCM

Blue Barn Wealth’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Blue Barn Wealth’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
-464,803
Closed -$9.85M – 140
2022
Q3 		$9.85M Sell
464,803
-6,089
-1% -$129K 7.01% 3
2022
Q2 		$9.98M Sell
470,892
-18,163
-4% -$385K 7.65% 3
2022
Q1 		$10.4M Sell
489,055
-52,095
-10% -$1.11M 7.2% 3
2021
Q4 		$11.6M Buy
541,150
+493,751
+1,042% +$10.6M 7.82% 3
2021
Q3 		$1.02M Buy
47,399
+3,511
+8% +$75.7K 0.9% 26
2021
Q2 		$948K Buy
+43,888
New +$950K 0.97% 30

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

Blue Barn Wealth's BSCM Position: Q4 2022 in Review

Blue Barn Wealth sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 464,803 shares — an estimated $9.85M sold.

Blue Barn Wealth first reported a position in BSCM in Q2 2021 and held it in 6 quarters. The position peaked at $11.6M in Q4 2021. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

  • Blue Barn Wealth reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Blue Barn Wealth sold 464,803 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $9.85M.
  • Blue Barn Wealth first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q2 2021 and held it in 6 quarters.
  • Blue Barn Wealth's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $11.6M in Q4 2021.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on Blue Barn Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.