SEEDPG
BSCM

S.E.E.D. Planning Group’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

S.E.E.D. Planning 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
-375,457
Closed -$7.95M – 93
2022
Q3 		$7.95M Sell
375,457
-76,190
-17% -$1.62M 3.72% 2
2022
Q2 		$9.57M Sell
451,647
-105,602
-19% -$2.24M 4.33% 2
2022
Q1 		$11.8M Sell
557,249
-64,056
-10% -$1.37M 5.05% 1
2021
Q4 		$13.3M Buy
621,305
+7,835
+1% +$168K 5.77% 1
2021
Q3 		$13.2M Buy
613,470
+44,270
+8% +$955K 6.23% 1
2021
Q2 		$12.3M Buy
569,200
+75,983
+15% +$1.64M 6.05% 1
2021
Q1 		$10.7M Buy
493,217
+83,377
+20% +$1.81M 5.86% 2
2020
Q4 		$8.91M Buy
409,840
+68,505
+20% +$1.49M 5.35% 4
2020
Q3 		$7.46M Buy
341,335
+50,056
+17% +$1.09M 5.46% 3
2020
Q2 		$6.36M Buy
291,279
+43,502
+18% +$941K 4.97% 3
2020
Q1 		$5.25M Buy
247,777
+15,157
+7% +$323K 5.1% 4
2019
Q4 		$5M Buy
+232,620
New +$5M 4.35% 6

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

S.E.E.D. Planning Group's BSCM Position: Q4 2022 in Review

S.E.E.D. Planning Group sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 375,457 shares — an estimated $7.95M sold.

S.E.E.D. Planning Group first reported a position in BSCM in Q4 2019 and held it in 12 quarters. The position peaked at $13.3M in Q4 2021. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

  • S.E.E.D. Planning Group reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • S.E.E.D. Planning Group sold 375,457 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $7.95M.
  • S.E.E.D. Planning Group first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2019 and held it in 12 quarters.
  • S.E.E.D. Planning Group's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $13.3M in Q4 2021.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on S.E.E.D. Planning Group's 13F filing for Q4 2022, filed 19 Jan 2023.