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

Retirement 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	-391	Closed	-$8K	–	752
2022 Q3	$8K	Hold	391	–	–	0.01%	288
2022 Q2	$8K	Hold	391	–	–	﹤0.01%	479
2022 Q1	$8K	Hold	391	–	–	﹤0.01%	505
2021 Q4	$8K	Hold	391	–	–	﹤0.01%	479
2021 Q3	$8K	Hold	391	–	–	﹤0.01%	410
2021 Q2	$8K	Sell	391 -245	-39%	-$5.3K	﹤0.01%	447
2021 Q1	$14K	Hold	636	–	–	0.01%	441
2020 Q4	$13K	Buy	+636	New	+$13.9K	0.01%	410

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

Retirement Group's BSCM Position: Q4 2022 in Review

Retirement Group sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 391 shares — an estimated $8K sold.

Retirement Group first reported a position in BSCM in Q4 2020 and held it in 8 quarters. The position peaked at $14K in Q1 2021. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

Retirement Group reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Retirement Group sold 391 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $8K.
Retirement Group first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2020 and held it in 8 quarters.
Retirement Group's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $14K in Q1 2021.
3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on Retirement Group's 13F filing for Q4 2022, filed 15 Feb 2023.