KIG
BSCM

Kessler Investment Group’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Kessler Investment Group’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
-90,194
Closed -$1.91M – 201
2022
Q3 		$1.91M Sell
90,194
-4,716
-5% -$100K 1.58% 22
2022
Q2 		$2.01M Sell
94,910
-601
-0.6% -$12.8K 1.76% 20
2022
Q1 		$2.03M Sell
95,511
-6,296
-6% -$134K 1.18% 25
2021
Q4 		$2.18M Sell
101,807
-26,575
-21% -$571K 1.23% 25
2021
Q3 		$2.76M Buy
128,382
+468
+0.4% +$10.1K 1.96% 17
2021
Q2 		$2.76M Buy
127,914
+74,552
+140% +$1.61M 2.19% 15
2021
Q1 		$1.16M Sell
53,362
-296
-0.6% -$6.42K 1.52% 16
2020
Q4 		$1.17M Sell
53,658
-80
-0.1% -$1.75K 1.25% 23
2020
Q3 		$1.17M Sell
53,738
-2,856
-5% -$62.5K 1.32% 23
2020
Q2 		$1.24M Sell
56,594
-814
-1% -$17.6K 1.5% 25
2020
Q1 		$1.22M Sell
57,408
-671
-1% -$14.3K 1.59% 22
2019
Q4 		$1.25M Buy
58,079
+16,934
+41% +$364K 1.28% 24
2019
Q3 		$884K Buy
41,145
+4,936
+14% +$106K 0.99% 27
2019
Q2 		$775K Buy
36,209
+1,222
+3% +$25.9K 0.81% 35
2019
Q1 		$739K Buy
+34,987
New +$730K 0.74% 36

Other funds holding BSCM

SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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

Kessler Investment Group's BSCM Position: Q4 2022 in Review

Kessler Investment Group sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 90,194 shares — an estimated $1.91M sold.

Kessler Investment Group first reported a position in BSCM in Q1 2019 and held it in 15 quarters. The position peaked at $2.76M in Q3 2021. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

  • Kessler Investment Group reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Kessler Investment Group sold 90,194 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $1.91M.
  • Kessler Investment Group first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q1 2019 and held it in 15 quarters.
  • Kessler Investment Group's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $2.76M in Q3 2021.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on Kessler Investment Group's 13F filing for Q4 2022, filed 31 Jan 2023.