GWAM
BSCM

Guardian Wealth Advisors (Minnesota)’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Guardian Wealth Advisors (Minnesota)’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
-53,150
Closed -$1.13M – 66
2022
Q3 		$1.13M Sell
53,150
-21,200
-29% -$450K 1.09% 15
2022
Q2 		$1.57M Sell
74,350
-19,340
-21% -$410K 1.45% 15
2022
Q1 		$1.99M Sell
93,690
-5,760
-6% -$123K 1.64% 14
2021
Q4 		$2.13M Sell
99,450
-6,800
-6% -$146K 1.7% 14
2021
Q3 		$2.29M Buy
106,250
+630
+0.6% +$13.6K 2.03% 14
2021
Q2 		$2.28M Sell
105,620
-810
-0.8% -$17.5K 1.97% 14
2021
Q1 		$2.3M Buy
106,430
+4,460
+4% +$96.8K 2.13% 13
2020
Q4 		$2.22M Buy
+101,970
New +$2.23M 2.2% 13

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

Guardian Wealth Advisors (Minnesota)'s BSCM Position: Q4 2022 in Review

Guardian Wealth Advisors (Minnesota) sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 53,150 shares — an estimated $1.13M sold.

Guardian Wealth Advisors (Minnesota) first reported a position in BSCM in Q4 2020 and held it in 8 quarters. The position peaked at $2.3M in Q1 2021. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

  • Guardian Wealth Advisors (Minnesota) reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Guardian Wealth Advisors (Minnesota) sold 53,150 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $1.13M.
  • Guardian Wealth Advisors (Minnesota) first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2020 and held it in 8 quarters.
  • Guardian Wealth Advisors (Minnesota)'s Invesco BulletShares 2022 Corporate Bond ETF position peaked at $2.3M in Q1 2021.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on Guardian Wealth Advisors (Minnesota)'s 13F filing for Q4 2022, filed 3 Feb 2023.