NRI
BSCM

NFP Retirement Inc’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

NFP Retirement Inc’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
-34,814
Closed -$737K – 247
2022
Q3 		$737K Sell
34,814
-2,978
-8% -$63.2K 0.18% 103
2022
Q2 		$801K Buy
37,792
+9
+0% +$191 0.2% 95
2022
Q1 		$803K Sell
37,783
-1,939
-5% -$41.3K 0.19% 94
2021
Q4 		$850K Sell
39,722
-1,246
-3% -$26.8K 0.3% 53
2021
Q3 		$882K Sell
40,968
-2,571
-6% -$55.5K 0.36% 49
2021
Q2 		$940K Buy
43,539
+51
+0.1% +$1.1K 0.36% 53
2021
Q1 		$941K Sell
43,488
-1,284
-3% -$27.9K 0.41% 49
2020
Q4 		$974K Buy
44,772
+1,056
+2% +$23K 0.6% 42
2020
Q3 		$955K Buy
43,716
+18,487
+73% +$404K 0.63% 45
2020
Q2 		$551K Buy
25,229
+3,027
+14% +$65.5K 0.4% 53
2020
Q1 		$470K Buy
22,202
+1,497
+7% +$31.9K 0.46% 46
2019
Q4 		$445K Buy
+20,705
New +$445K 0.41% 50

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

NFP Retirement Inc's BSCM Position: Q4 2022 in Review

NFP Retirement Inc sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 34,814 shares — an estimated $737K sold.

NFP Retirement Inc first reported a position in BSCM in Q4 2019 and held it in 12 quarters. The position peaked at $974K in Q4 2020. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

  • NFP Retirement Inc reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • NFP Retirement Inc sold 34,814 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $737K.
  • NFP Retirement Inc first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2019 and held it in 12 quarters.
  • NFP Retirement Inc's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $974K in Q4 2020.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on NFP Retirement Inc's 13F filing for Q4 2022, filed 13 Feb 2025.