FSM Wealth Advisors’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

FSM Wealth Advisors’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	-23,048	Closed	-$488K	–	148
2022 Q3	$488K	Hold	23,048	–	–	0.41%	66
2022 Q2	$489K	Buy	+23,048	New	+$489K	0.48%	56

Other funds holding BSCM

SAS

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

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

FSM Wealth Advisors's BSCM Position: Q4 2022 in Review

FSM Wealth Advisors sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 23,048 shares — an estimated $488K sold.

FSM Wealth Advisors first reported a position in BSCM in Q2 2022 and held it in 2 quarters. The position peaked at $489K in Q2 2022. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

FSM Wealth Advisors reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
FSM Wealth Advisors sold 23,048 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $488K.
FSM Wealth Advisors first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q2 2022 and held it in 2 quarters.
FSM Wealth Advisors's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $489K in Q2 2022.
3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

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