MFT
BSCM

Moisand Fitzgerald Tamayo’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Moisand Fitzgerald Tamayo’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
-341
Closed -$7K – 867
2022
Q3 		$7K Hold
341
– – ﹤0.01% 331
2022
Q2 		$7K Buy
+341
New +$7.24K ﹤0.01% 303
2022
Q1 		– Sell
-341
Closed -$7K – 690
2021
Q4 		$7K Hold
341
– – ﹤0.01% 285
2021
Q3 		$7K Hold
341
– – ﹤0.01% 277
2021
Q2 		$7K Hold
341
– – ﹤0.01% 299
2021
Q1 		$7K Hold
341
– – ﹤0.01% 246
2020
Q4 		$7K Hold
341
– – ﹤0.01% 249
2020
Q3 		$7K Hold
341
– – ﹤0.01% 226
2020
Q2 		$7K Buy
+341
New +$7.38K ﹤0.01% 213

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

Moisand Fitzgerald Tamayo's BSCM Position: Q4 2022 in Review

Moisand Fitzgerald Tamayo sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 341 shares — an estimated $7K sold.

Moisand Fitzgerald Tamayo first reported a position in BSCM in Q2 2020 and held it in 9 quarters. The position peaked at $7K in Q3 2022. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

  • Moisand Fitzgerald Tamayo reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 341 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $7K.
  • Moisand Fitzgerald Tamayo first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q2 2020 and held it in 9 quarters.
  • Moisand Fitzgerald Tamayo's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $7K in Q3 2022.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2022, filed 23 Jan 2023.