Comprehensive Financial Consultants Institutional’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Comprehensive Financial Consultants Institutional’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	-26,931	Closed	-$570K	–	171
2022 Q3	$570K	Sell	26,931 -989	-4%	-$21K	0.38%	95
2022 Q2	$592K	Sell	27,920 -1,099	-4%	-$23.3K	0.42%	92
2022 Q1	$616K	Sell	29,019 -465	-2%	-$9.91K	0.43%	90
2021 Q4	$627K	Buy	+29,484	New	+$633K	0.4%	87

Other funds holding BSCM

SAS

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

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

Comprehensive Financial Consultants Institutional's BSCM Position: Q4 2022 in Review

Comprehensive Financial Consultants Institutional sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 26,931 shares — an estimated $570K sold.

Comprehensive Financial Consultants Institutional first reported a position in BSCM in Q4 2021 and held it in 4 quarters. The position peaked at $627K in Q4 2021. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

Comprehensive Financial Consultants Institutional reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 26,931 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $570K.
Comprehensive Financial Consultants Institutional first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2021 and held it in 4 quarters.
Comprehensive Financial Consultants Institutional's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $627K in Q4 2021.
3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q4 2022, filed 30 Jan 2023.