PWM
BSCM

Paulson Wealth Management’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Paulson Wealth Management’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
-17,285
Closed -$366K – 95
2022
Q3 		$366K Sell
17,285
-3,426
-17% -$72.7K 0.2% 48
2022
Q2 		$439K Sell
20,711
-485
-2% -$10.3K 0.23% 45
2022
Q1 		$451K Sell
21,196
-151
-0.7% -$3.22K 0.21% 45
2021
Q4 		$457K Sell
21,347
-3,623
-15% -$77.8K 0.2% 48
2021
Q3 		$538K Sell
24,970
-2,058
-8% -$44.4K 0.26% 44
2021
Q2 		$584K Sell
27,028
-1,407
-5% -$30.4K 0.28% 40
2021
Q1 		$616K Sell
28,435
-3,890
-12% -$84.4K 0.31% 34
2020
Q4 		$703K Sell
32,325
-153,541
-83% -$3.35M 0.41% 31
2020
Q3 		$4.06M Buy
185,866
+6,893
+4% +$151K 2.62% 8
2020
Q2 		$3.9M Buy
178,973
+21,401
+14% +$463K 2.73% 8
2020
Q1 		$3.4M Buy
157,572
+41,676
+36% +$887K 2.61% 10
2019
Q4 		$2.5M Buy
115,896
+105,306
+994% +$2.26M 1.76% 13
2019
Q3 		$228K Buy
+10,590
New +$227K 0.17% 95
2018
Q1 		– Sell
-748
Closed -$16K – 620
2017
Q4 		$16K Buy
+748
New +$15.9K 0.01% 314

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

Paulson Wealth Management's BSCM Position: Q4 2022 in Review

Paulson Wealth Management sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 17,285 shares — an estimated $366K sold.

Paulson Wealth Management first reported a position in BSCM in Q4 2017 and held it in 14 quarters. The position peaked at $4.06M in Q3 2020. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

  • Paulson Wealth Management reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Paulson Wealth Management sold 17,285 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $366K.
  • Paulson Wealth Management first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2017 and held it in 14 quarters.
  • Paulson Wealth Management's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $4.06M in Q3 2020.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on Paulson Wealth Management's 13F filing for Q4 2022, filed 26 Jan 2023.