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

GSB 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	-12,000	Closed	-$254K	–	212
2022 Q3	$254K	Hold	12,000	–	–	0.09%	179
2022 Q2	$254K	Sell	12,000 -43,000	-78%	-$913K	0.09%	187
2022 Q1	$1.17M	Sell	55,000 -6,250	-10%	-$133K	0.34%	104
2021 Q4	$1.31M	Sell	61,250 -17,000	-22%	-$365K	0.38%	92
2021 Q3	$1.69M	Sell	78,250 -33,000	-30%	-$712K	0.87%	37
2021 Q2	$2.4M	Sell	111,250 -32,383	-23%	-$701K	0.75%	37
2021 Q1	$3.11M	Buy	+143,633	New	+$3.12M	1.03%	22

Other funds holding BSCM

SAS

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

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

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

GSB Wealth Management sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 12,000 shares — an estimated $254K sold.

GSB Wealth Management first reported a position in BSCM in Q1 2021 and held it in 7 quarters. The position peaked at $3.11M in Q1 2021. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

GSB Wealth Management reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
GSB Wealth Management sold 12,000 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $254K.
GSB Wealth Management first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q1 2021 and held it in 7 quarters.
GSB Wealth Management's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $3.11M in Q1 2021.
3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on GSB Wealth Management's 13F filing for Q4 2022, filed 16 Feb 2023.