NF
BSCM

Nikulski Financial’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Nikulski Financial’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
-61,642
Closed -$1.31M – 129
2022
Q3 		$1.31M Hold
61,642
– – 0.68% 42
2022
Q2 		$1.31M Sell
61,642
-3,030
-5% -$64.3K 0.65% 42
2022
Q1 		$1.38M Sell
64,672
-2,310
-3% -$49.2K 0.58% 43
2021
Q4 		$1.43M Sell
66,982
-2,218
-3% -$47.6K 0.6% 43
2021
Q3 		$1.49M Sell
69,200
-498
-0.7% -$10.7K 0.69% 41
2021
Q2 		$1.5M Buy
69,698
+5,291
+8% +$114K 0.7% 40
2021
Q1 		$1.39M Buy
64,407
+463
+0.7% +$10K 0.71% 41
2020
Q4 		$1.39M Buy
63,944
+2,384
+4% +$52K 0.76% 38
2020
Q3 		$1.34M Buy
61,560
+5,141
+9% +$112K 0.85% 35
2020
Q2 		$1.23M Buy
56,419
+4,375
+8% +$94.6K 0.86% 32
2020
Q1 		$1.1M Sell
52,044
-4,383
-8% -$93.3K 0.96% 33
2019
Q4 		$1.22M Buy
56,427
+24,337
+76% +$523K 0.88% 32
2019
Q3 		$690K Buy
32,090
+14,060
+78% +$301K 0.57% 42
2019
Q2 		$385K Buy
+18,030
New +$382K 0.33% 58

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

Nikulski Financial's BSCM Position: Q4 2022 in Review

Nikulski Financial sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 61,642 shares — an estimated $1.31M sold.

Nikulski Financial first reported a position in BSCM in Q2 2019 and held it in 14 quarters. The position peaked at $1.5M in Q2 2021. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

  • Nikulski Financial reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Nikulski Financial sold 61,642 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $1.31M.
  • Nikulski Financial first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q2 2019 and held it in 14 quarters.
  • Nikulski Financial's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $1.5M in Q2 2021.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on Nikulski Financial's 13F filing for Q4 2022, filed 25 Jan 2023.