HWMA
BSCM

Heritage Wealth Management (Arizona)’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Heritage Wealth Management (Arizona)’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
-4,614
Closed -$98K – 1116
2022
Q3 		$98K Hold
4,614
– – 0.03% 324
2022
Q2 		$97.8K Sell
4,614
-286
-6% -$6.07K 0.03% 338
2022
Q1 		$104K Buy
+4,900
New +$104K 0.03% 366
2021
Q3 		$201K Sell
9,326
-3,582
-28% -$77.3K 0.07% 218
2021
Q2 		$279K Buy
12,908
+2,994
+30% +$64.8K 0.11% 167
2021
Q1 		$215K Buy
+9,914
New +$215K 0.12% 153

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

Heritage Wealth Management (Arizona)'s BSCM Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 4,614 shares — an estimated $98K sold.

Heritage Wealth Management (Arizona) first reported a position in BSCM in Q1 2021 and held it in 6 quarters. The position peaked at $279K in Q2 2021. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

  • Heritage Wealth Management (Arizona) reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 4,614 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $98K.
  • Heritage Wealth Management (Arizona) first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q1 2021 and held it in 6 quarters.
  • Heritage Wealth Management (Arizona)'s Invesco BulletShares 2022 Corporate Bond ETF position peaked at $279K in Q2 2021.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.