Level Four Advisory Services’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Level Four Advisory 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	-102,017	Closed	-$2.16M	–	729
2022 Q3	$2.16M	Buy	102,017 +17,792	+21%	+$377K	0.21%	126
2022 Q2	$1.78M	Buy	+84,225	New	+$1.79M	0.17%	147

Other funds holding BSCM

SAS

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

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

Level Four Advisory Services's BSCM Position: Q4 2022 in Review

Level Four Advisory Services sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 102,017 shares — an estimated $2.16M sold.

Level Four Advisory Services first reported a position in BSCM in Q2 2022 and held it in 2 quarters. The position peaked at $2.16M in Q3 2022. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

Level Four Advisory Services reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Level Four Advisory Services sold 102,017 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $2.16M.
Level Four Advisory Services first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q2 2022 and held it in 2 quarters.
Level Four Advisory Services's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $2.16M in Q3 2022.
3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on Level Four Advisory Services's 13F filing for Q4 2022, filed 13 Feb 2023.