SWM
BSCM

Sculati Wealth Management’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Sculati Wealth Management’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
-70,303
Closed -$1.49M – 118
2022
Q3 		$1.49M Sell
70,303
-1,421
-2% -$30.1K 0.88% 41
2022
Q2 		$1.52M Buy
71,724
+3,367
+5% +$71.5K 0.87% 42
2022
Q1 		$1.45M Buy
68,357
+2,102
+3% +$44.8K 0.71% 49
2021
Q4 		$1.42M Buy
66,255
+26,427
+66% +$568K 0.68% 43
2021
Q3 		$857K Buy
39,828
+1,055
+3% +$22.8K 0.45% 66
2021
Q2 		$837K Buy
38,773
+702
+2% +$15.2K 0.44% 68
2021
Q1 		$824K Buy
38,071
+17,024
+81% +$369K 0.47% 61
2020
Q4 		$458K Buy
21,047
+1,115
+6% +$24.3K 0.3% 74
2020
Q3 		$435K Buy
19,932
+9,387
+89% +$205K 0.33% 73
2020
Q2 		$230K Sell
10,545
-460
-4% -$9.95K 0.19% 88
2020
Q1 		$233K Buy
+11,005
New +$234K 0.26% 80

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

Sculati Wealth Management's BSCM Position: Q4 2022 in Review

Sculati Wealth Management sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 70,303 shares — an estimated $1.49M sold.

Sculati Wealth Management first reported a position in BSCM in Q1 2020 and held it in 11 quarters. The position peaked at $1.52M in Q2 2022. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

  • Sculati Wealth Management reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Sculati Wealth Management sold 70,303 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $1.49M.
  • Sculati Wealth Management first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q1 2020 and held it in 11 quarters.
  • Sculati Wealth Management's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $1.52M in Q2 2022.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on Sculati Wealth Management's 13F filing for Q4 2022, filed 10 Feb 2023.