LF
BSCM

Lantz Financial’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Lantz Financial’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
-19,039
Closed -$403K – 193
2022
Q3 		$403K Sell
19,039
-5,045
-21% -$107K 0.21% 109
2022
Q2 		$510K Sell
24,084
-3,719
-13% -$78.9K 0.23% 97
2022
Q1 		$591K Sell
27,803
-6,746
-20% -$144K 0.24% 96
2021
Q4 		$739K Buy
+34,549
New +$742K 0.34% 76

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

Lantz Financial's BSCM Position: Q4 2022 in Review

Lantz Financial sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 19,039 shares — an estimated $403K sold.

Lantz Financial first reported a position in BSCM in Q4 2021 and held it in 4 quarters. The position peaked at $739K in Q4 2021. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

  • Lantz Financial reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Lantz Financial sold 19,039 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $403K.
  • Lantz Financial first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2021 and held it in 4 quarters.
  • Lantz Financial's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $739K in Q4 2021.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on Lantz Financial's 13F filing for Q4 2022, filed 23 Jan 2023.