CTFG
BSCM

Capstone Triton Financial Group’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Capstone Triton Financial Group’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
-9,509
Closed -$201K – 110
2022
Q3 		$201K Sell
9,509
-828
-8% -$17.6K 0.17% 95
2022
Q2 		$219K Buy
10,337
+265
+3% +$5.62K 0.17% 94
2022
Q1 		$214K Buy
+10,072
New +$215K 0.15% 98
2021
Q1 		– Sell
-8,476
Closed -$184K – 348
2020
Q4 		$184K Buy
+8,476
New +$185K 0.11% 121

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

Capstone Triton Financial Group's BSCM Position: Q4 2022 in Review

Capstone Triton Financial Group sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 9,509 shares — an estimated $201K sold.

Capstone Triton Financial Group first reported a position in BSCM in Q4 2020 and held it in 4 quarters. The position peaked at $219K in Q2 2022. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

  • Capstone Triton Financial Group reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Capstone Triton Financial Group sold 9,509 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $201K.
  • Capstone Triton Financial Group first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2020 and held it in 4 quarters.
  • Capstone Triton Financial Group's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $219K in Q2 2022.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on Capstone Triton Financial Group's 13F filing for Q4 2022, filed 17 Jan 2023.