CWS
BSCM

Cypress Wealth Services’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Cypress Wealth 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
2020
Q4 		– Sell
-30,101
Closed -$657K – 547
2020
Q3 		$657K Buy
+30,101
New +$658K 0.17% 110

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

Cypress Wealth Services's BSCM Position: Q4 2022 in Review

Cypress Wealth Services sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 30,072 shares — an estimated $638K sold.

Cypress Wealth Services first reported a position in BSCM in Q2 2020 and held it in 9 quarters. The position peaked at $732K in Q4 2021. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

  • Cypress Wealth Services reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Cypress Wealth Services sold 30,072 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $638K.
  • Cypress Wealth Services first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q2 2020 and held it in 9 quarters.
  • Cypress Wealth Services's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $732K in Q4 2021.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on Cypress Wealth Services's 13F filing for Q4 2022, filed 19 Jan 2023.