HWM
BSCM

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

Horizons 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
-155,463
Closed -$3.29M – 178
2022
Q3 		$3.29M Sell
155,463
-1,957
-1% -$41.5K 3.03% 13
2022
Q2 		$3.34M Buy
+157,420
New +$3.34M 2.73% 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

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

Horizons Wealth Management sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 155,463 shares — an estimated $3.29M sold.

Horizons Wealth Management first reported a position in BSCM in Q2 2022 and held it in 2 quarters. The position peaked at $3.34M in Q2 2022. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

  • Horizons Wealth Management reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Horizons Wealth Management sold 155,463 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $3.29M.
  • Horizons Wealth Management first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q2 2022 and held it in 2 quarters.
  • Horizons Wealth Management's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $3.34M in Q2 2022.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on Horizons Wealth Management's 13F filing for Q4 2022, filed 3 Jan 2023.