FIM
BSCM

Freedom Investment Management’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Freedom Investment 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
-27,179
Closed -$576K – 816
2022
Q3 		$576K Sell
27,179
-933
-3% -$19.8K 0.07% 373
2022
Q2 		$596K Sell
28,112
-3,477
-11% -$73.8K 0.06% 392
2022
Q1 		$672K Sell
31,589
-3,733
-11% -$79.6K 0.06% 391
2021
Q4 		$756K Sell
35,322
-4,183
-11% -$89.8K 0.06% 421
2021
Q3 		$851K Buy
39,505
+3,141
+9% +$67.8K 0.07% 369
2021
Q2 		$785K Buy
36,364
+846
+2% +$18.3K 0.06% 402
2021
Q1 		$769K Buy
35,518
+520
+1% +$11.3K 0.06% 386
2020
Q4 		$761K Sell
34,998
-26,135
-43% -$570K 0.08% 240
2020
Q3 		$1.33M Buy
61,133
+8,731
+17% +$191K 0.15% 140
2020
Q2 		$1.14M Buy
52,402
+20,481
+64% +$443K 0.12% 148
2020
Q1 		$689K Sell
31,921
-190
-0.6% -$4.05K 0.06% 264
2019
Q4 		$690K Sell
32,111
-3,859
-11% -$82.9K 0.06% 272
2019
Q3 		$773K Sell
35,970
-91,341
-72% -$1.96M 0.07% 254
2019
Q2 		$2.72M Sell
127,311
-11,359
-8% -$241K 0.23% 90
2019
Q1 		$2.93M Buy
138,670
+109,598
+377% +$2.29M 0.24% 86
2018
Q4 		$599K Sell
29,072
-2,678
-8% -$55K 0.05% 382
2018
Q3 		$658K Sell
31,750
-455
-1% -$9.41K 0.04% 431
2018
Q2 		$665K Sell
32,205
-1,196
-4% -$24.7K 0.04% 452
2018
Q1 		$694K Buy
+33,401
New +$698K 0.04% 499

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

Freedom Investment Management's BSCM Position: Q4 2022 in Review

Freedom Investment Management sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 27,179 shares — an estimated $576K sold.

Freedom Investment Management first reported a position in BSCM in Q1 2018 and held it in 19 quarters. The position peaked at $2.93M in Q1 2019. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

  • Freedom Investment Management reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Freedom Investment Management sold 27,179 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $576K.
  • Freedom Investment Management first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q1 2018 and held it in 19 quarters.
  • Freedom Investment Management's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $2.93M in Q1 2019.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on Freedom Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.