RS
BSCM

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

Retirement Solution’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
-106,585
Closed -$2.26M – 37
2022
Q3 		$2.26M Sell
106,585
-8,216
-7% -$174K 1.21% 9
2022
Q2 		$2.43M Sell
114,801
-13,290
-10% -$282K 1.32% 9
2022
Q1 		$2.72M Buy
128,091
+8,153
+7% +$174K 1.2% 9
2021
Q4 		$2.56M Buy
119,938
+592
+0.5% +$12.7K 1.1% 9
2021
Q3 		$2.57M Buy
119,346
+5,844
+5% +$126K 1.18% 12
2021
Q2 		$2.45M Sell
113,502
-5,440
-5% -$118K 1.17% 11
2021
Q1 		$2.57M Sell
118,942
-1,899
-2% -$41.2K 1.55% 9
2020
Q4 		$2.63M Buy
+120,841
New +$2.64M 1.73% 8

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

Retirement Solution's BSCM Position: Q4 2022 in Review

Retirement Solution sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 106,585 shares — an estimated $2.26M sold.

Retirement Solution first reported a position in BSCM in Q4 2020 and held it in 8 quarters. The position peaked at $2.72M in Q1 2022. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

  • Retirement Solution reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Retirement Solution sold 106,585 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $2.26M.
  • Retirement Solution first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2020 and held it in 8 quarters.
  • Retirement Solution's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $2.72M in Q1 2022.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on Retirement Solution's 13F filing for Q4 2022, filed 20 Jan 2023.