CJFS
BSCM

Coulter & Justus Financial Services’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Coulter & Justus Financial Services’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
-14,807
Closed -$314K – 55
2022
Q3 		$314K Hold
14,807
– – 0.24% 34
2022
Q2 		$314K Buy
+14,807
New +$314K 0.25% 33
2022
Q1 		– Sell
-14,807
Closed -$317K – 62
2021
Q4 		$317K Buy
+14,807
New +$318K 0.25% 40

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

Coulter & Justus Financial Services's BSCM Position: Q4 2022 in Review

Coulter & Justus Financial Services sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 14,807 shares — an estimated $314K sold.

Coulter & Justus Financial Services first reported a position in BSCM in Q4 2021 and held it in 3 quarters. The position peaked at $317K in Q4 2021. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

  • Coulter & Justus Financial Services reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Coulter & Justus Financial Services sold 14,807 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $314K.
  • Coulter & Justus Financial Services first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2021 and held it in 3 quarters.
  • Coulter & Justus Financial Services's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $317K in Q4 2021.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on Coulter & Justus Financial Services's 13F filing for Q4 2022, filed 10 Feb 2023.