MA
BSCM

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

MONECO 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
-17,733
Closed -$376K – 284
2022
Q3 		$376K Buy
17,733
+1,807
+11% +$38.3K 0.15% 153
2022
Q2 		$337K Buy
15,926
+4,106
+35% +$87.1K 0.13% 164
2022
Q1 		$251K Sell
11,820
-791
-6% -$16.9K 0.09% 207
2021
Q4 		$269K Sell
12,611
-2,574
-17% -$55.3K 0.1% 198
2021
Q3 		$327K Sell
15,185
-1,143
-7% -$24.7K 0.13% 168
2021
Q2 		$353K Sell
16,328
-225
-1% -$4.87K 0.16% 140
2021
Q1 		$358K Buy
16,553
+7
+0% +$152 0.17% 132
2020
Q4 		$360K Buy
16,546
+1,165
+8% +$25.4K 0.2% 114
2020
Q3 		$336K Buy
15,381
+1,009
+7% +$22.1K 0.21% 104
2020
Q2 		$314K Buy
14,372
+1,173
+9% +$25.4K 0.25% 97
2020
Q1 		$280K Sell
13,199
-280
-2% -$5.96K 0.29% 88
2019
Q4 		$290K Buy
13,479
+3,594
+36% +$77.2K 0.21% 107
2019
Q3 		$212K Buy
9,885
+23
+0.2% +$493 0.16% 132
2019
Q2 		$211K Sell
9,862
-2,388
-19% -$50.6K 0.17% 123
2019
Q1 		$259K Buy
+12,250
New +$256K 0.21% 104

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

MONECO Advisors's BSCM Position: Q4 2022 in Review

MONECO Advisors sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 17,733 shares — an estimated $376K sold.

MONECO Advisors first reported a position in BSCM in Q1 2019 and held it in 15 quarters. The position peaked at $376K in Q3 2022. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

  • MONECO Advisors reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • MONECO Advisors sold 17,733 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $376K.
  • MONECO Advisors first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q1 2019 and held it in 15 quarters.
  • MONECO Advisors's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $376K in Q3 2022.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on MONECO Advisors's 13F filing for Q4 2022, filed 30 Jan 2023.