KBFS
BSCM

Kohmann Bosshard Financial Services’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Kohmann Bosshard Financial Services’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
-15,655
Closed -$332K – 168
2022
Q3 		$332K Buy
+15,655
New +$332K 0.07% 98

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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

Kohmann Bosshard Financial Services's BSCM Position: Q4 2022 in Review

Kohmann Bosshard Financial Services sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 15,655 shares — an estimated $332K sold.

Kohmann Bosshard Financial Services first reported a position in BSCM in Q3 2022 and held it in 1 quarter. The position peaked at $332K in Q3 2022. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

  • Kohmann Bosshard Financial Services reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 15,655 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $332K.
  • Kohmann Bosshard Financial Services first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q3 2022 and held it in 1 quarter.
  • Kohmann Bosshard Financial Services's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $332K in Q3 2022.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on Kohmann Bosshard Financial Services's 13F filing for Q4 2022, filed 27 Jan 2023.