GWM
BSCM

Greenwich Wealth Management’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Greenwich Wealth Management’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
-23,030
Closed -$488K – 257
2022
Q3 		$488K Sell
23,030
-1,200
-5% -$25.4K 0.05% 156
2022
Q2 		$513K Hold
24,230
– – 0.07% 158
2022
Q1 		$515K Sell
24,230
-1,372
-5% -$29.2K 0.05% 157
2021
Q4 		$548K Buy
25,602
+200
+0.8% +$4.29K 0.04% 157
2021
Q3 		$547K Buy
25,402
+400
+2% +$8.63K 0.05% 149
2021
Q2 		$540K Buy
25,002
+1,250
+5% +$27K 0.05% 141
2021
Q1 		$514K Buy
23,752
+4,165
+21% +$90.4K 0.04% 136
2020
Q4 		$426K Sell
19,587
-1,184
-6% -$25.8K 0.04% 139
2020
Q3 		$454K Buy
20,771
+11,217
+117% +$245K 0.08% 122
2020
Q2 		$208K Sell
9,554
-198
-2% -$4.28K 0.04% 171
2020
Q1 		$207K Buy
9,752
+283
+3% +$6.03K 0.04% 165
2019
Q4 		$204K Buy
+9,469
New +$203K 0.04% 178

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

Greenwich Wealth Management's BSCM Position: Q4 2022 in Review

Greenwich Wealth Management sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 23,030 shares — an estimated $488K sold.

Greenwich Wealth Management first reported a position in BSCM in Q4 2019 and held it in 12 quarters. The position peaked at $548K in Q4 2021. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

  • Greenwich Wealth Management reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Greenwich Wealth Management sold 23,030 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $488K.
  • Greenwich Wealth Management first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2019 and held it in 12 quarters.
  • Greenwich Wealth Management's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $548K in Q4 2021.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on Greenwich Wealth Management's 13F filing for Q4 2022, filed 6 Feb 2023.