GI
BSCM

Gradient Investments’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Gradient Investments’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
-9,480
Closed -$201K – 1708
2022
Q3 		$201K Hold
9,480
– – 0.01% 284
2022
Q2 		$201K Sell
9,480
-1,464
-13% -$31.1K 0.01% 287
2022
Q1 		$233K Sell
10,944
-406,503
-97% -$8.66M 0.01% 274
2021
Q4 		$8.93M Buy
417,447
+2,650
+0.6% +$56.9K 0.23% 120
2021
Q3 		$8.93M Buy
414,797
+17,320
+4% +$374K 0.25% 119
2021
Q2 		$8.58M Buy
397,477
+8,193
+2% +$177K 0.25% 114
2021
Q1 		$8.42M Sell
389,284
-773,967
-67% -$16.8M 0.27% 107
2020
Q4 		$25.4M Sell
1,163,251
-19,161
-2% -$418K 1.08% 19
2020
Q3 		$25.8M Sell
1,182,412
-335,251
-22% -$7.33M 1.08% 19
2020
Q2 		$33.1M Buy
+1,517,663
New +$32.8M 1.51% 12
2018
Q3 		– Sell
-1,560
Closed -$32K – 1124
2018
Q2 		$32K Buy
1,560
+437
+39% +$9.02K ﹤0.01% 407
2018
Q1 		$23K Sell
1,123
-1,835
-62% -$38.3K ﹤0.01% 456
2017
Q4 		$63K Buy
+2,958
New +$63K ﹤0.01% 325
2017
Q3 		– Sell
-1,764
Closed -$38K – 847
2017
Q2 		$38K Buy
1,764
+1,367
+344% +$29.1K ﹤0.01% 333
2017
Q1 		$8K Buy
397
+142
+56% +$2.98K ﹤0.01% 554
2016
Q4 		$5K Buy
+255
New +$5.4K ﹤0.01% 567

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

Gradient Investments's BSCM Position: Q4 2022 in Review

Gradient Investments sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 9,480 shares — an estimated $201K sold.

Gradient Investments first reported a position in BSCM in Q4 2016 and held it in 16 quarters. The position peaked at $33.1M in Q2 2020. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

  • Gradient Investments reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Gradient Investments sold 9,480 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $201K.
  • Gradient Investments first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2016 and held it in 16 quarters.
  • Gradient Investments's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $33.1M in Q2 2020.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on Gradient Investments's 13F filing for Q4 2022, filed 10 Jan 2023.