MCC
BSCM

Money Concepts Capital’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Money Concepts Capital’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
-7,962
Closed -$169K – 3342
2022
Q3 		$169K Buy
7,962
+17
+0.2% +$360 0.01% 457
2022
Q2 		$168K Buy
7,945
+705
+10% +$15K 0.01% 452
2022
Q1 		$154K Buy
7,240
+1,693
+31% +$36.1K 0.01% 837
2021
Q4 		$119K Buy
+5,547
New +$119K 0.01% 536
2021
Q1 		$119K Sell
5,490
-136
-2% -$2.95K 0.01% 504
2020
Q4 		$122K Buy
+5,626
New +$123K 0.01% 455

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

Money Concepts Capital's BSCM Position: Q4 2022 in Review

Money Concepts Capital sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 7,962 shares — an estimated $169K sold.

Money Concepts Capital first reported a position in BSCM in Q4 2020 and held it in 6 quarters. The position peaked at $169K in Q3 2022. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

  • Money Concepts Capital reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Money Concepts Capital sold 7,962 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $169K.
  • Money Concepts Capital first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2020 and held it in 6 quarters.
  • Money Concepts Capital's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $169K in Q3 2022.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on Money Concepts Capital's 13F filing for Q4 2022, filed 14 Feb 2023.