NFSG
BSCM

Newbridge Financial Services Group’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Newbridge Financial Services Group’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
-777
Closed -$16K – 1541
2022
Q3 		$16K Sell
777
-2,728
-78% -$57.8K 0.01% 769
2022
Q2 		$74K Hold
3,505
– – 0.05% 318
2022
Q1 		$75K Hold
3,505
– – 0.04% 367
2021
Q4 		$75K Buy
3,505
+375
+12% +$8.05K 0.04% 366
2021
Q3 		$67K Buy
3,130
+400
+15% +$8.63K 0.04% 342
2021
Q2 		$59K Hold
2,730
– – 0.04% 392
2021
Q1 		$59K Hold
2,730
– – 0.04% 358
2020
Q4 		$59K Hold
2,730
– – 0.05% 298
2020
Q3 		$60K Buy
+2,730
New +$59.7K 0.06% 285

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

Newbridge Financial Services Group's BSCM Position: Q4 2022 in Review

Newbridge Financial Services Group sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 777 shares — an estimated $16K sold.

Newbridge Financial Services Group first reported a position in BSCM in Q3 2020 and held it in 9 quarters. The position peaked at $75K in Q1 2022. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

  • Newbridge Financial Services Group reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Newbridge Financial Services Group sold 777 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $16K.
  • Newbridge Financial Services Group first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q3 2020 and held it in 9 quarters.
  • Newbridge Financial Services Group's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $75K in Q1 2022.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on Newbridge Financial Services Group's 13F filing for Q4 2022, filed 17 Jan 2023.