JF
BSCM

Joule Financial’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Joule Financial’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
-87,254
Closed -$1.85M – 107
2022
Q3 		$1.85M Sell
87,254
-408
-0.5% -$8.65K 1.39% 19
2022
Q2 		$1.86M Buy
+87,662
New +$1.86M 1.45% 17

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

Joule Financial's BSCM Position: Q4 2022 in Review

Joule Financial sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 87,254 shares — an estimated $1.85M sold.

Joule Financial first reported a position in BSCM in Q2 2022 and held it in 2 quarters. The position peaked at $1.86M in Q2 2022. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

  • Joule Financial reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Joule Financial sold 87,254 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $1.85M.
  • Joule Financial first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q2 2022 and held it in 2 quarters.
  • Joule Financial's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $1.86M in Q2 2022.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on Joule Financial's 13F filing for Q4 2022, filed 13 Jan 2023.