GRP
BSCM

Global Retirement Partners’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Global Retirement Partners’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
-50,285
Closed -$1.07M – 3126
2022
Q3 		$1.07M Sell
50,285
-3,875
-7% -$82.2K 0.08% 240
2022
Q2 		$1.15M Buy
54,160
+210
+0.4% +$4.46K 0.09% 225
2022
Q1 		$1.15M Buy
+53,950
New +$1.15M 0.09% 232
2021
Q4 		– Sell
-54,266
Closed -$1.17M – 2033
2021
Q3 		$1.17M Sell
54,266
-3,982
-7% -$85.9K 0.12% 172
2021
Q2 		$1.26M Buy
58,248
+6,731
+13% +$146K 0.13% 161
2021
Q1 		$1.11M Sell
51,517
-393
-0.8% -$8.53K 0.13% 150
2020
Q4 		$1.13M Sell
51,910
-3,344
-6% -$73K 0.14% 143
2020
Q3 		$1.21M Buy
55,254
+1,347
+2% +$29.5K 0.18% 126
2020
Q2 		$1.18M Buy
53,907
+3,234
+6% +$69.9K 0.19% 122
2020
Q1 		$1.07M Buy
50,673
+20,958
+71% +$446K 0.2% 108
2019
Q4 		$639K Buy
29,715
+6,625
+29% +$142K 0.1% 194
2019
Q3 		$496K Hold
23,090
– – 0.08% 214
2019
Q2 		$494K Hold
23,090
– – 0.09% 184
2019
Q1 		$488K Hold
23,090
– – 0.12% 158
2018
Q4 		$476K Sell
23,090
-3,417
-13% -$70.2K 0.12% 167
2018
Q3 		$548K Buy
26,507
+794
+3% +$16.4K 0.12% 160
2018
Q2 		$531K Buy
25,713
+3,973
+18% +$82K 0.13% 158
2018
Q1 		$452K Buy
21,740
+512
+2% +$10.7K 0.12% 173
2017
Q4 		$449K Hold
21,228
– – 0.12% 161
2017
Q3 		$454K Buy
21,228
+407
+2% +$8.71K 0.19% 118
2017
Q2 		$444K Buy
20,821
+8,979
+76% +$191K 0.21% 107
2017
Q1 		$249K Buy
11,842
+963
+9% +$20.2K 0.14% 145
2016
Q4 		$228K Buy
+10,879
New +$231K 0.15% 128

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

Global Retirement Partners's BSCM Position: Q4 2022 in Review

Global Retirement Partners sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 50,285 shares — an estimated $1.07M sold.

Global Retirement Partners first reported a position in BSCM in Q4 2016 and held it in 23 quarters. The position peaked at $1.26M in Q2 2021. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

  • Global Retirement Partners reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Global Retirement Partners sold 50,285 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $1.07M.
  • Global Retirement Partners first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2016 and held it in 23 quarters.
  • Global Retirement Partners's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $1.26M in Q2 2021.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on Global Retirement Partners's 13F filing for Q4 2022, filed 13 Feb 2023.