CA
BSCM

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

Clearstead 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
-5,536
Closed -$117K – 1413
2022
Q3 		$117K Hold
5,536
– – 0.01% 449
2022
Q2 		$117K Hold
5,536
– – 0.01% 473
2022
Q1 		$118K Hold
5,536
– – 0.01% 514
2021
Q4 		$118K Hold
5,536
– – 0.01% 494
2021
Q3 		$119K Hold
5,536
– – 0.01% 449
2021
Q2 		$120K Hold
5,536
– – 0.01% 423
2021
Q1 		$120K Hold
5,536
– – 0.01% 409
2020
Q4 		$120K Hold
5,536
– – 0.01% 388
2020
Q3 		$121K Buy
+5,536
New +$121K 0.01% 344

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

Clearstead Advisors's BSCM Position: Q4 2022 in Review

Clearstead Advisors sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 5,536 shares — an estimated $117K sold.

Clearstead Advisors first reported a position in BSCM in Q3 2020 and held it in 9 quarters. The position peaked at $121K in Q3 2020. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

  • Clearstead Advisors reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Clearstead Advisors sold 5,536 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $117K.
  • Clearstead Advisors first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q3 2020 and held it in 9 quarters.
  • Clearstead Advisors's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $121K in Q3 2020.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

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