HWM
BSCM

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

HB 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
-11,655
Closed -$247K – 717
2022
Q3 		$247K Sell
11,655
-3,461
-23% -$73.4K 0.01% 484
2022
Q2 		$320K Buy
15,116
+16
+0.1% +$340 0.01% 427
2022
Q1 		$321K Buy
15,100
+28
+0.2% +$597 0.01% 436
2021
Q4 		$322K Buy
+15,072
New +$324K 0.01% 375

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

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

HB Wealth Management sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 11,655 shares — an estimated $247K sold.

HB Wealth Management first reported a position in BSCM in Q4 2021 and held it in 4 quarters. The position peaked at $322K in Q4 2021. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

  • HB Wealth Management reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • HB Wealth Management sold 11,655 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $247K.
  • HB Wealth Management first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2021 and held it in 4 quarters.
  • HB Wealth Management's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $322K in Q4 2021.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on HB Wealth Management's 13F filing for Q4 2022, filed 20 Jan 2023.