HWA
BSCM

HHM Wealth Advisors’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

HHM Wealth Advisors’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
-8,074
Closed -$171K – 760
2022
Q3 		$171K Hold
8,074
– – 0.05% 119
2022
Q2 		$171K Sell
8,074
-3,175
-28% -$67.4K 0.04% 141
2022
Q1 		$239K Sell
11,249
-16,385
-59% -$349K 0.06% 135
2021
Q4 		$591K Hold
27,634
– – 0.14% 63
2021
Q3 		$595K Buy
27,634
+7,425
+37% +$160K 0.16% 60
2021
Q2 		$436K Buy
20,209
+205
+1% +$4.43K 0.12% 71
2021
Q1 		$433K Hold
20,004
– – 0.13% 64
2020
Q4 		$435K Hold
20,004
– – 0.15% 57
2020
Q3 		$437K Sell
20,004
-2,250
-10% -$49.2K 0.17% 46
2020
Q2 		$486K Buy
22,254
+700
+3% +$15.1K 0.2% 40
2020
Q1 		$457K Sell
21,554
-1,166
-5% -$24.8K 0.22% 41
2019
Q4 		$488K Hold
22,720
– – 0.23% 44
2019
Q3 		$488K Hold
22,720
– – 0.28% 35
2019
Q2 		$486K Buy
22,720
+475
+2% +$10.1K 0.29% 33
2019
Q1 		$470K Hold
22,245
– – 0.3% 30
2018
Q4 		$458K Buy
+22,245
New +$457K 0.34% 30

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

HHM Wealth Advisors's BSCM Position: Q4 2022 in Review

HHM Wealth Advisors sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 8,074 shares — an estimated $171K sold.

HHM Wealth Advisors first reported a position in BSCM in Q4 2018 and held it in 16 quarters. The position peaked at $595K in Q3 2021. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

  • HHM Wealth Advisors reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • HHM Wealth Advisors sold 8,074 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $171K.
  • HHM Wealth Advisors first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2018 and held it in 16 quarters.
  • HHM Wealth Advisors's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $595K in Q3 2021.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on HHM Wealth Advisors's 13F filing for Q4 2022, filed 19 Jan 2023.