CCG
BSCM

Coastwise Capital Group’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Coastwise Capital 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
-57,012
Closed -$1.21M – 109
2022
Q3 		$1.21M Sell
57,012
-19,640
-26% -$416K 1.91% 11
2022
Q2 		$1.62M Sell
76,652
-39,359
-34% -$835K 1.98% 11
2022
Q1 		$2.47M Buy
+116,011
New +$2.47M 3.06% 6

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

Coastwise Capital Group's BSCM Position: Q4 2022 in Review

Coastwise Capital Group sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 57,012 shares — an estimated $1.21M sold.

Coastwise Capital Group first reported a position in BSCM in Q1 2022 and held it in 3 quarters. The position peaked at $2.47M in Q1 2022. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

  • Coastwise Capital Group reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Coastwise Capital Group sold 57,012 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $1.21M.
  • Coastwise Capital Group first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q1 2022 and held it in 3 quarters.
  • Coastwise Capital Group's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $2.47M in Q1 2022.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on Coastwise Capital Group's 13F filing for Q4 2022, filed 14 Feb 2023.