LF
BSCM

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

Lee 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
-1,428
Closed -$30K – 1011
2022
Q3 		$30K Hold
1,428
– – 0.01% 288
2022
Q2 		$30K Sell
1,428
-500
-26% -$10.6K 0.01% 290
2022
Q1 		$41K Hold
1,928
– – 0.01% 260
2021
Q4 		$41K Hold
1,928
– – 0.01% 276
2021
Q3 		$42K Hold
1,928
– – 0.01% 248
2021
Q2 		$42K Buy
+1,928
New +$41.7K 0.01% 247
2021
Q1 		– Sell
-1,000
Closed -$22K – 534
2020
Q4 		$22K Hold
1,000
– – 0.01% 277
2020
Q3 		$22K Hold
1,000
– – 0.01% 299
2020
Q2 		$22K Hold
1,000
– – 0.01% 271
2020
Q1 		$21K Sell
1,000
-400
-29% -$8.52K 0.01% 231
2019
Q4 		$30K Hold
1,400
– – 0.01% 227
2019
Q3 		$30K Hold
1,400
– – 0.01% 222
2019
Q2 		$30K Sell
1,400
-900
-39% -$19.1K 0.01% 229
2019
Q1 		$49K Buy
+2,300
New +$48K 0.01% 192

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

Lee Financial's BSCM Position: Q4 2022 in Review

Lee Financial sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 1,428 shares — an estimated $30K sold.

Lee Financial first reported a position in BSCM in Q1 2019 and held it in 14 quarters. The position peaked at $49K in Q1 2019. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

  • Lee Financial reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Lee Financial sold 1,428 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $30K.
  • Lee Financial first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q1 2019 and held it in 14 quarters.
  • Lee Financial's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $49K in Q1 2019.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on Lee Financial's 13F filing for Q4 2022, filed 9 Feb 2023.