KMC
BSCM

Kirr Marbach & Co’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Kirr Marbach & Co’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
-278,212
Closed -$5.89M – 50
2022
Q3 		$5.89M Sell
278,212
-2,425
-0.9% -$51.4K 2% 24
2022
Q2 		$5.95M Sell
280,637
-835
-0.3% -$17.7K 1.87% 20
2022
Q1 		$5.98M Buy
+281,472
New +$6M 1.61% 28

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

Kirr Marbach & Co's BSCM Position: Q4 2022 in Review

Kirr Marbach & Co sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 278,212 shares — an estimated $5.89M sold.

Kirr Marbach & Co first reported a position in BSCM in Q1 2022 and held it in 3 quarters. The position peaked at $5.98M in Q1 2022. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

  • Kirr Marbach & Co reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Kirr Marbach & Co sold 278,212 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $5.89M.
  • Kirr Marbach & Co first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q1 2022 and held it in 3 quarters.
  • Kirr Marbach & Co's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $5.98M in Q1 2022.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on Kirr Marbach & Co's 13F filing for Q4 2022, filed 20 Jan 2023.