Mercer Global Advisors
BSCM

Mercer Global Advisors’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Mercer Global Advisors’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
-196,193
Closed -$4.16M – 2027
2022
Q3 		$4.16M Sell
196,193
-150,463
-43% -$3.19M 0.02% 427
2022
Q2 		$7.35M Sell
346,656
-37,919
-10% -$805K 0.05% 278
2022
Q1 		$8.18M Sell
384,575
-125,381
-25% -$2.67M 0.05% 270
2021
Q4 		$10.9M Sell
509,956
-154,663
-23% -$3.32M 0.07% 216
2021
Q3 		$14.3M Buy
664,619
+640,319
+2,635% +$13.8M 0.1% 167
2021
Q2 		$525K Buy
24,300
+5,415
+29% +$117K ﹤0.01% 1126
2021
Q1 		$409K Sell
18,885
-444,279
-96% -$9.64M ﹤0.01% 1169
2020
Q4 		$10.1M Buy
+463,164
New +$10.1M 0.13% 122

Other funds holding BSCM

SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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

Mercer Global Advisors's BSCM Position: Q4 2022 in Review

Mercer Global Advisors sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 196,193 shares — an estimated $4.16M sold.

Mercer Global Advisors first reported a position in BSCM in Q4 2020 and held it in 8 quarters. The position peaked at $14.3M in Q3 2021. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

  • Mercer Global Advisors reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Mercer Global Advisors sold 196,193 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $4.16M.
  • Mercer Global Advisors first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2020 and held it in 8 quarters.
  • Mercer Global Advisors's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $14.3M in Q3 2021.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on Mercer Global Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.