MTWM
BSCM

Masso Torrence Wealth Management’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Masso Torrence Wealth 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
-19,579
Closed -$415K – 107
2022
Q3 		$415K Sell
19,579
-1,060
-5% -$22.5K 0.37% 48
2022
Q2 		$437K Buy
20,639
+3
+0% +$64 0.38% 45
2022
Q1 		$439K Buy
20,636
+2
+0% +$43 0.35% 50
2021
Q4 		$441K Buy
+20,634
New +$443K 0.31% 59

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

Masso Torrence Wealth Management's BSCM Position: Q4 2022 in Review

Masso Torrence Wealth Management sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 19,579 shares — an estimated $415K sold.

Masso Torrence Wealth Management first reported a position in BSCM in Q4 2021 and held it in 4 quarters. The position peaked at $441K in Q4 2021. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

  • Masso Torrence Wealth Management reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Masso Torrence Wealth Management sold 19,579 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $415K.
  • Masso Torrence Wealth Management first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2021 and held it in 4 quarters.
  • Masso Torrence Wealth Management's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $441K in Q4 2021.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on Masso Torrence Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.