SFS
BSCM

Solitude Financial Services’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Solitude Financial Services’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
-103,305
Closed -$2.19M – 45
2022
Q3 		$2.19M Buy
103,305
+9,956
+11% +$211K 1.6% 17
2022
Q2 		$1.98M Buy
93,349
+50,157
+116% +$1.06M 1.39% 17
2022
Q1 		$918K Buy
43,192
+3,800
+10% +$81K 0.57% 25
2021
Q4 		$843K Sell
39,392
-2,400
-6% -$51.5K 0.56% 28
2021
Q3 		$900K Buy
41,792
+3,000
+8% +$64.7K 0.62% 27
2021
Q2 		$838K Hold
38,792
– – 0.61% 29
2021
Q1 		$839K Sell
38,792
-7,500
-16% -$163K 0.68% 31
2020
Q4 		$1.01M Buy
+46,292
New +$1.01M 0.88% 29

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

Solitude Financial Services's BSCM Position: Q4 2022 in Review

Solitude Financial Services sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 103,305 shares — an estimated $2.19M sold.

Solitude Financial Services first reported a position in BSCM in Q4 2020 and held it in 8 quarters. The position peaked at $2.19M in Q3 2022. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

  • Solitude Financial Services reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Solitude Financial Services sold 103,305 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $2.19M.
  • Solitude Financial Services first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2020 and held it in 8 quarters.
  • Solitude Financial Services's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $2.19M in Q3 2022.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on Solitude Financial Services's 13F filing for Q4 2022, filed 12 Jan 2023.