EDRH
BSCM

Edmond de Rothschild Holding’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Edmond de Rothschild Holding’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
-275
Closed -$6K – 852
2022
Q3 		$6K Hold
275
– – ﹤0.01% 795
2022
Q2 		$6K Hold
275
– – ﹤0.01% 782
2022
Q1 		$6K Hold
275
– – ﹤0.01% 796
2021
Q4 		$6K Hold
275
– – ﹤0.01% 803
2021
Q3 		$6K Hold
275
– – ﹤0.01% 807
2021
Q2 		$6K Hold
275
– – ﹤0.01% 778
2021
Q1 		$6K Hold
275
– – ﹤0.01% 710
2020
Q4 		$6K Hold
275
– – ﹤0.01% 630
2020
Q3 		$6K Hold
275
– – ﹤0.01% 598
2020
Q2 		$6K Buy
+275
New +$5.95K ﹤0.01% 593

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

Edmond de Rothschild Holding's BSCM Position: Q4 2022 in Review

Edmond de Rothschild Holding sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 275 shares — an estimated $6K sold.

Edmond de Rothschild Holding first reported a position in BSCM in Q2 2020 and held it in 10 quarters. The position peaked at $6K in Q3 2022. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

  • Edmond de Rothschild Holding reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Edmond de Rothschild Holding sold 275 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $6K.
  • Edmond de Rothschild Holding first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q2 2020 and held it in 10 quarters.
  • Edmond de Rothschild Holding's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $6K in Q3 2022.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on Edmond de Rothschild Holding's 13F filing for Q4 2022, filed 9 Feb 2023.