RIS
BSCM

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

Retirement Income Solutions’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
-26,028
Closed -$551K – 128
2022
Q3 		$551K Sell
26,028
-1,426
-5% -$30.2K 0.2% 53
2022
Q2 		$582K Hold
27,454
– – 0.21% 54
2022
Q1 		$584K Hold
27,454
– – 0.16% 55
2021
Q4 		$587K Sell
27,454
-14,654
-35% -$315K 0.16% 58
2021
Q3 		$907K Hold
42,108
– – 0.3% 40
2021
Q2 		$909K Sell
42,108
-6,006
-12% -$130K 0.31% 41
2021
Q1 		$1.04M Hold
48,114
– – 0.36% 37
2020
Q4 		$1.05M Hold
48,114
– – 0.38% 34
2020
Q3 		$1.05M Hold
48,114
– – 0.47% 34
2020
Q2 		$1.05M Hold
48,114
– – 0.44% 31
2020
Q1 		$1.02M Hold
48,114
– – 0.57% 23
2019
Q4 		$1.03M Hold
48,114
– – 0.43% 26
2019
Q3 		$1.03M Hold
48,114
– – 0.55% 19
2019
Q2 		$1.03M Buy
48,114
+7,123
+17% +$151K 0.55% 18
2019
Q1 		$866K Hold
40,991
– – 0.5% 19
2018
Q4 		$845K Buy
40,991
+3,157
+8% +$64.8K 0.55% 18
2018
Q3 		$781K Buy
37,834
+7,761
+26% +$161K 0.44% 22
2018
Q2 		$621K Buy
30,073
+2,123
+8% +$43.8K 0.38% 23
2018
Q1 		$581K Hold
27,950
– – 0.35% 24
2017
Q4 		$592K Buy
+27,950
New +$595K 0.35% 30

Other funds holding BSCM

SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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 Income Solutions's BSCM Position: Q4 2022 in Review

Retirement Income Solutions sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 26,028 shares — an estimated $551K sold.

Retirement Income Solutions first reported a position in BSCM in Q4 2017 and held it in 20 quarters. The position peaked at $1.05M in Q3 2020. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

  • Retirement Income Solutions reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Retirement Income Solutions sold 26,028 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $551K.
  • Retirement Income Solutions first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2017 and held it in 20 quarters.
  • Retirement Income Solutions's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $1.05M in Q3 2020.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on Retirement Income Solutions's 13F filing for Q4 2022, filed 8 Feb 2023.