KWM
BSCM

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

Kaydan 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
-15,086
Closed -$320K – 90
2022
Q3 		$320K Buy
15,086
+1
+0% +$21 0.18% 64
2022
Q2 		$320K Sell
15,085
-1,433
-9% -$30.4K 0.18% 69
2022
Q1 		$351K Sell
16,518
-2,518
-13% -$53.7K 0.16% 79
2021
Q4 		$407K Buy
+19,036
New +$409K 0.15% 70

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

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

Kaydan Wealth Management sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 15,086 shares — an estimated $320K sold.

Kaydan Wealth Management first reported a position in BSCM in Q4 2021 and held it in 4 quarters. The position peaked at $407K in Q4 2021. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

  • Kaydan Wealth Management reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Kaydan Wealth Management sold 15,086 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $320K.
  • Kaydan Wealth Management first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2021 and held it in 4 quarters.
  • Kaydan Wealth Management's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $407K in Q4 2021.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on Kaydan Wealth Management's 13F filing for Q4 2022, filed 6 Feb 2023.