GWANC
BSCM

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

Guardian Wealth Advisors (North Carolina)’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
-82,237
Closed -$1.74M – 399
2022
Q3 		$1.74M Sell
82,237
-291
-0.4% -$6.17K 0.32% 31
2022
Q2 		$1.75M Buy
82,528
+7,547
+10% +$160K 0.32% 32
2022
Q1 		$1.59M Sell
74,981
-159
-0.2% -$3.39K 0.69% 29
2021
Q4 		$1.61M Buy
+75,140
New +$1.61M 0.69% 31

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 (North Carolina)'s BSCM Position: Q4 2022 in Review

Guardian Wealth Advisors (North Carolina) sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 82,237 shares — an estimated $1.74M sold.

Guardian Wealth Advisors (North Carolina) first reported a position in BSCM in Q4 2021 and held it in 4 quarters. The position peaked at $1.75M in Q2 2022. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

  • Guardian Wealth Advisors (North Carolina) reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 82,237 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $1.74M.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2021 and held it in 4 quarters.
  • Guardian Wealth Advisors (North Carolina)'s Invesco BulletShares 2022 Corporate Bond ETF position peaked at $1.75M in Q2 2022.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.