LIM
BSCM

Leavell Investment Management’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Leavell Investment Management’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
-147,099
Closed -$3.12M – 455
2022
Q3 		$3.12M Sell
147,099
-65,427
-31% -$1.39M 0.25% 110
2022
Q2 		$4.5M Sell
212,526
-7,132
-3% -$151K 0.34% 85
2022
Q1 		$4.67M Sell
219,658
-1,799
-0.8% -$38.3K 0.32% 87
2021
Q4 		$4.74M Buy
221,457
+141,872
+178% +$3.05M 0.32% 83
2021
Q3 		$1.71M Buy
79,585
+3,330
+4% +$71.8K 0.13% 160
2021
Q2 		$1.65M Hold
76,255
– – 0.13% 156
2021
Q1 		$1.65M Buy
76,255
+2,515
+3% +$54.6K 0.13% 156
2020
Q4 		$1.6M Buy
73,740
+8,930
+14% +$195K 0.14% 150
2020
Q3 		$1.42M Buy
64,810
+27,095
+72% +$592K 0.12% 157
2020
Q2 		$823K Buy
37,715
+12,570
+50% +$272K 0.08% 198
2020
Q1 		$533K Buy
25,145
+5,185
+26% +$110K 0.06% 224
2019
Q4 		$429K Buy
+19,960
New +$429K 0.04% 279

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

Leavell Investment Management's BSCM Position: Q4 2022 in Review

Leavell Investment Management sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 147,099 shares — an estimated $3.12M sold.

Leavell Investment Management first reported a position in BSCM in Q4 2019 and held it in 12 quarters. The position peaked at $4.74M in Q4 2021. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

  • Leavell Investment Management reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Leavell Investment Management sold 147,099 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $3.12M.
  • Leavell Investment Management first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2019 and held it in 12 quarters.
  • Leavell Investment Management's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $4.74M in Q4 2021.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on Leavell Investment Management's 13F filing for Q4 2022, filed 17 Jan 2023.