KOC
BSCM

Koss-Olinger Consulting’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Koss-Olinger Consulting’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
-19,506
Closed -$413K – 292
2022
Q3 		$413K Buy
+19,506
New +$414K 0.07% 110

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

Koss-Olinger Consulting's BSCM Position: Q4 2022 in Review

Koss-Olinger Consulting sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 19,506 shares — an estimated $413K sold.

Koss-Olinger Consulting first reported a position in BSCM in Q3 2022 and held it in 1 quarter. The position peaked at $413K in Q3 2022. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

  • Koss-Olinger Consulting reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Koss-Olinger Consulting sold 19,506 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $413K.
  • Koss-Olinger Consulting first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q3 2022 and held it in 1 quarter.
  • Koss-Olinger Consulting's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $413K in Q3 2022.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on Koss-Olinger Consulting's 13F filing for Q4 2022, filed 14 Feb 2023.