Patton Albertson Miller Group’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Patton Albertson Miller 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	-10,425	Closed	-$221K	–	226
2022 Q3	$221K	Hold	10,425	–	–	0.05%	203
2022 Q2	$221K	Buy	+10,425	New	+$221K	0.05%	210

Other funds holding BSCM

SAS

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

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

Patton Albertson Miller Group's BSCM Position: Q4 2022 in Review

Patton Albertson Miller Group sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 10,425 shares — an estimated $221K sold.

Patton Albertson Miller Group first reported a position in BSCM in Q2 2022 and held it in 2 quarters. The position peaked at $221K in Q3 2022. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

Patton Albertson Miller Group reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Patton Albertson Miller Group sold 10,425 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $221K.
Patton Albertson Miller Group first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q2 2022 and held it in 2 quarters.
Patton Albertson Miller Group's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $221K in Q3 2022.
3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on Patton Albertson Miller Group's 13F filing for Q4 2022, filed 23 Jan 2023.