CI
BSCM

CX Institutional’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

CX 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
-21,781
Closed -$461K – 593
2022
Q3 		$461K Sell
21,781
-8,098
-27% -$172K 0.03% 344
2022
Q2 		$633K Buy
29,879
+6,198
+26% +$132K 0.05% 291
2022
Q1 		$503K Sell
23,681
-2,586
-10% -$55.1K 0.04% 271
2021
Q4 		$562K Sell
26,267
-1,668
-6% -$35.8K 0.04% 238
2021
Q3 		$601K Hold
27,935
– – 0.05% 239
2021
Q2 		$603K Buy
27,935
+8,255
+42% +$179K 0.05% 228
2021
Q1 		$426K Hold
19,680
– – 0.04% 236
2020
Q4 		$428K Hold
19,680
– – 0.04% 240
2020
Q3 		$430K Hold
19,680
– – 0.05% 215
2020
Q2 		$429K Buy
19,680
+15,000
+321% +$324K 0.06% 205
2020
Q1 		$99K Hold
4,680
– – 0.02% 268
2019
Q4 		$101K Hold
4,680
– – 0.02% 235
2019
Q3 		$101K Hold
4,680
– – 0.02% 245
2019
Q2 		$100K Hold
4,680
– – 0.02% 274
2019
Q1 		$99K Hold
4,680
– – 0.02% 275
2018
Q4 		$96K Buy
+4,680
New +$96.1K 0.02% 205

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

CX Institutional's BSCM Position: Q4 2022 in Review

CX Institutional sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 21,781 shares — an estimated $461K sold.

CX Institutional first reported a position in BSCM in Q4 2018 and held it in 16 quarters. The position peaked at $633K in Q2 2022. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

  • CX Institutional reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • CX Institutional sold 21,781 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $461K.
  • CX Institutional first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2018 and held it in 16 quarters.
  • CX Institutional's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $633K in Q2 2022.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on CX Institutional's 13F filing for Q4 2022, filed 3 Feb 2023.