Creative Planning’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Creative Planning’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	-63,409	Closed	-$1.34M	–	2665
2022 Q3	$1.34M	Sell	63,409 -96,613	-60%	-$2.05M	﹤0.01%	836
2022 Q2	$3.39M	Buy	160,022 +129,288	+421%	+$2.74M	0.01%	554
2022 Q1	$653K	Sell	30,734 -2,924	-9%	-$62.3K	﹤0.01%	1195
2021 Q4	$720K	Sell	33,658 -8,060	-19%	-$173K	﹤0.01%	1110
2021 Q3	$898K	Sell	41,718 -10,392	-20%	-$224K	﹤0.01%	996
2021 Q2	$1.13M	Buy	+52,110	New	+$1.13M	﹤0.01%	888
2021 Q1	–	Sell	-9,877	Closed	-$215K	–	2796
2020 Q4	$215K	Hold	9,877	–	–	﹤0.01%	1846
2020 Q3	$216K	Hold	9,877	–	–	﹤0.01%	1632
2020 Q2	$216K	Buy	+9,877	New	+$214K	﹤0.01%	1487

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

Creative Planning's BSCM Position: Q4 2022 in Review

Creative Planning sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 63,409 shares — an estimated $1.34M sold.

Creative Planning first reported a position in BSCM in Q2 2020 and held it in 9 quarters. The position peaked at $3.39M in Q2 2022. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

Creative Planning reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Creative Planning sold 63,409 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $1.34M.
Creative Planning first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q2 2020 and held it in 9 quarters.
Creative Planning's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $3.39M in Q2 2022.
3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on Creative Planning's 13F filing for Q4 2022, filed 10 Feb 2023.