RIA
BSCM

Realta Investment Advisors’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Realta Investment Advisors’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
-4,800
Closed -$102K – 885
2022
Q3 		$102K Buy
+4,800
New +$102K 0.03% 448

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

Realta Investment Advisors's BSCM Position: Q4 2022 in Review

Realta Investment Advisors sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 4,800 shares — an estimated $102K sold.

Realta Investment Advisors first reported a position in BSCM in Q3 2022 and held it in 1 quarter. The position peaked at $102K in Q3 2022. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

  • Realta Investment Advisors reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Realta Investment Advisors sold 4,800 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $102K.
  • Realta Investment Advisors first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q3 2022 and held it in 1 quarter.
  • Realta Investment Advisors's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $102K in Q3 2022.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on Realta Investment Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.