ECM
BSCM

Exchange Capital Management’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Exchange Capital 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
-316,561
Closed -$6.71M – 167
2022
Q3 		$6.71M Sell
316,561
-4,965
-2% -$105K 1.55% 15
2022
Q2 		$6.81M Sell
321,526
-12,580
-4% -$267K 1.49% 16
2022
Q1 		$7.1M Sell
334,106
-8,345
-2% -$178K 1.33% 21
2021
Q4 		$7.33M Buy
342,451
+20,238
+6% +$435K 1.33% 21
2021
Q3 		$6.94M Buy
322,213
+222,518
+223% +$4.8M 1.34% 23
2021
Q2 		$2.15M Buy
99,695
+70,470
+241% +$1.52M 0.41% 77
2021
Q1 		$632K Buy
29,225
+238
+0.8% +$5.16K 0.13% 129
2020
Q4 		$630K Buy
28,987
+4,595
+19% +$100K 0.14% 126
2020
Q3 		$533K Sell
24,392
-395
-2% -$8.64K 0.13% 127
2020
Q2 		$541K Buy
24,787
+4,685
+23% +$101K 0.15% 123
2020
Q1 		$426K Buy
20,102
+797
+4% +$17K 0.14% 121
2019
Q4 		$415K Buy
19,305
+2,766
+17% +$59.4K 0.11% 128
2019
Q3 		$355K Buy
16,539
+4,902
+42% +$105K 0.09% 128
2019
Q2 		$249K Buy
+11,637
New +$246K 0.07% 133

Other funds holding BSCM

SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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

Exchange Capital Management's BSCM Position: Q4 2022 in Review

Exchange Capital Management sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 316,561 shares — an estimated $6.71M sold.

Exchange Capital Management first reported a position in BSCM in Q2 2019 and held it in 14 quarters. The position peaked at $7.33M in Q4 2021. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

  • Exchange Capital Management reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Exchange Capital Management sold 316,561 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $6.71M.
  • Exchange Capital Management first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q2 2019 and held it in 14 quarters.
  • Exchange Capital Management's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $7.33M in Q4 2021.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on Exchange Capital Management's 13F filing for Q4 2022, filed 1 Feb 2023.