SBL
BSCM

Sargent Bickham Lagudis’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Sargent Bickham Lagudis’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
-26,604
Closed -$563K – 1105
2022
Q3 		$563K Hold
26,604
– – 0.05% 162
2022
Q2 		$564K Sell
26,604
-10
-0% -$212 0.05% 171
2022
Q1 		$566K Hold
26,614
– – 0.04% 171
2021
Q4 		$569K Sell
26,614
-1,397
-5% -$30K 0.04% 168
2021
Q3 		$603K Hold
28,011
– – 0.05% 157
2021
Q2 		$605K Hold
28,011
– – 0.05% 154
2021
Q1 		$606K Sell
28,011
-11,738
-30% -$255K 0.05% 144
2020
Q4 		$865K Buy
39,749
+4,583
+13% +$100K 0.08% 121
2020
Q3 		$768K Hold
35,166
– – 0.08% 120
2020
Q2 		$767K Hold
35,166
– – 0.08% 119
2020
Q1 		$745K Sell
35,166
-12,376
-26% -$264K 0.1% 125
2019
Q4 		$1.02M Hold
47,542
– – 0.11% 117
2019
Q3 		$1.02M Hold
47,542
– – 0.12% 114
2019
Q2 		$1.02M Hold
47,542
– – 0.12% 119
2019
Q1 		$1M Hold
47,542
– – 0.12% 121
2018
Q4 		$980K Sell
47,542
-2,450
-5% -$50.3K 0.13% 110
2018
Q3 		$1.03M Hold
49,992
– – 0.12% 116
2018
Q2 		$1.03M Hold
49,992
– – 0.13% 112
2018
Q1 		$1.04M Sell
49,992
-16,752
-25% -$350K 0.13% 109
2017
Q4 		$1.41M Hold
66,744
– – 0.17% 108
2017
Q3 		$1.43M Hold
66,744
– – 0.18% 110
2017
Q2 		$1.42M Buy
66,744
+702
+1% +$14.9K 0.18% 107
2017
Q1 		$1.39M Buy
66,042
+27,491
+71% +$577K 0.18% 109
2016
Q4 		$806K Buy
38,551
+32,862
+578% +$696K 0.12% 115
2016
Q3 		$835 Sell
5,689
-32,862
-85% -$710K 0.13% 120
2016
Q2 		$830K Buy
38,551
+190
+0.5% +$4.03K 0.13% 118
2016
Q1 		$808K Buy
+38,361
New +$786K 0.13% 118

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

Sargent Bickham Lagudis's BSCM Position: Q4 2022 in Review

Sargent Bickham Lagudis sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 26,604 shares — an estimated $563K sold.

Sargent Bickham Lagudis first reported a position in BSCM in Q1 2016 and held it in 27 quarters. The position peaked at $1.43M in Q3 2017. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

  • Sargent Bickham Lagudis reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 26,604 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $563K.
  • Sargent Bickham Lagudis first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q1 2016 and held it in 27 quarters.
  • Sargent Bickham Lagudis's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $1.43M in Q3 2017.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.