GIA
BSCM

Gladstone Institutional Advisory’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Gladstone Institutional Advisory’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
-32,160
Closed -$681K – 705
2022
Q3 		$681K Buy
32,160
+5,434
+20% +$115K 0.05% 337
2022
Q2 		$566K Buy
26,726
+11,978
+81% +$254K 0.04% 383
2022
Q1 		$314K Sell
14,748
-12,010
-45% -$256K 0.02% 537
2021
Q4 		$572K Buy
26,758
+2,030
+8% +$43.6K 0.04% 351
2021
Q3 		$532K Sell
24,728
-47,099
-66% -$1.02M 0.05% 309
2021
Q2 		$1.55M Buy
+71,827
New +$1.55M 0.18% 131

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

Gladstone Institutional Advisory's BSCM Position: Q4 2022 in Review

Gladstone Institutional Advisory sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 32,160 shares — an estimated $681K sold.

Gladstone Institutional Advisory first reported a position in BSCM in Q2 2021 and held it in 6 quarters. The position peaked at $1.55M in Q2 2021. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

  • Gladstone Institutional Advisory reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 32,160 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $681K.
  • Gladstone Institutional Advisory first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q2 2021 and held it in 6 quarters.
  • Gladstone Institutional Advisory's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $1.55M in Q2 2021.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on Gladstone Institutional Advisory's 13F filing for Q4 2022, filed 1 Feb 2023.