GIP
BSCM

Greatmark Investment Partners’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Greatmark Investment 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
-40,550
Closed -$859K – 123
2022
Q3 		$859K Hold
40,550
– – 0.17% 67
2022
Q2 		$859K Sell
40,550
-25,000
-38% -$531K 0.16% 69
2022
Q1 		$1.39M Sell
65,550
-50,000
-43% -$1.07M 0.23% 64
2021
Q4 		$2.47M Buy
115,550
+27,500
+31% +$591K 0.42% 49
2021
Q3 		$1.9M Hold
88,050
– – 0.36% 56
2021
Q2 		$1.9M Buy
88,050
+57,500
+188% +$1.24M 0.34% 55
2021
Q1 		$661K Buy
+30,550
New +$663K 0.13% 78

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

Greatmark Investment Partners's BSCM Position: Q4 2022 in Review

Greatmark Investment Partners sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 40,550 shares — an estimated $859K sold.

Greatmark Investment Partners first reported a position in BSCM in Q1 2021 and held it in 7 quarters. The position peaked at $2.47M in Q4 2021. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

  • Greatmark Investment Partners reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Greatmark Investment Partners sold 40,550 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $859K.
  • Greatmark Investment Partners first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q1 2021 and held it in 7 quarters.
  • Greatmark Investment Partners's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $2.47M in Q4 2021.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on Greatmark Investment Partners's 13F filing for Q4 2022, filed 30 Jan 2023.