BCFS
BSCM

Butensky & Cohen Financial Security’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Butensky & Cohen Financial Security’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
-21,510
Closed -$456K – 97
2022
Q3 		$456K Sell
21,510
-2,788
-11% -$59.1K 0.19% 90
2022
Q2 		$515K Buy
24,298
+1,341
+6% +$28.5K 0.21% 91
2022
Q1 		$488K Sell
22,957
-1,116
-5% -$23.8K 0.17% 89
2021
Q4 		$515K Buy
24,073
+2,491
+12% +$53.5K 0.18% 89
2021
Q3 		$465K Buy
21,582
+2,169
+11% +$46.8K 0.18% 88
2021
Q2 		$419K Buy
19,413
+719
+4% +$15.6K 0.17% 88
2021
Q1 		$405K Buy
18,694
+1,354
+8% +$29.4K 0.17% 88
2020
Q4 		$377K Buy
17,340
+1,281
+8% +$28K 0.17% 88
2020
Q3 		$351K Buy
16,059
+1,491
+10% +$32.6K 0.19% 86
2020
Q2 		$318K Buy
14,568
+1,968
+16% +$42.6K 0.18% 85
2020
Q1 		$267K Buy
12,600
+973
+8% +$20.7K 0.2% 83
2019
Q4 		$250K Buy
+11,627
New +$250K 0.14% 88
2017
Q3 		– Sell
-113
Closed -$2K – 130
2017
Q2 		$2K Buy
+113
New +$2.4K ﹤0.01% 131

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

Butensky & Cohen Financial Security's BSCM Position: Q4 2022 in Review

Butensky & Cohen Financial Security sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 21,510 shares — an estimated $456K sold.

Butensky & Cohen Financial Security first reported a position in BSCM in Q2 2017 and held it in 13 quarters. The position peaked at $515K in Q2 2022. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

  • Butensky & Cohen Financial Security reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Butensky & Cohen Financial Security sold 21,510 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $456K.
  • Butensky & Cohen Financial Security first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q2 2017 and held it in 13 quarters.
  • Butensky & Cohen Financial Security's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $515K in Q2 2022.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on Butensky & Cohen Financial Security's 13F filing for Q4 2022, filed 10 Jan 2023.