EWM
BSCM

Evermay Wealth Management’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Evermay Wealth Management’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
-3,550
Closed -$75K – 607
2022
Q3 		$75K Buy
3,550
+3,315
+1,411% +$70.3K 0.01% 246
2022
Q2 		$5K Buy
+235
New +$4.99K ﹤0.01% 440

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

Evermay Wealth Management's BSCM Position: Q4 2022 in Review

Evermay Wealth Management sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 3,550 shares — an estimated $75K sold.

Evermay Wealth Management first reported a position in BSCM in Q2 2022 and held it in 2 quarters. The position peaked at $75K in Q3 2022. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

  • Evermay Wealth Management reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Evermay Wealth Management sold 3,550 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $75K.
  • Evermay Wealth Management first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q2 2022 and held it in 2 quarters.
  • Evermay Wealth Management's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $75K in Q3 2022.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

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