SPIA
BSCM

Steward Partners Investment Advisory’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Steward Partners Investment Advisory’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
-10,447
Closed -$221K – 3535
2022
Q3 		$221K Sell
10,447
-2,580
-20% -$54.7K ﹤0.01% 1163
2022
Q2 		$276K Sell
13,027
-9,002
-41% -$191K 0.01% 1072
2022
Q1 		$468K Sell
22,029
-2,416
-10% -$51.5K 0.01% 944
2021
Q4 		$523K Sell
24,445
-3,187
-12% -$68.4K 0.01% 919
2021
Q3 		$595K Sell
27,632
-4,135
-13% -$89.2K 0.01% 850
2021
Q2 		$686K Buy
31,767
+943
+3% +$20.4K 0.01% 817
2021
Q1 		$667K Sell
30,824
-35,625
-54% -$773K 0.01% 776
2020
Q4 		$1.45M Buy
66,449
+12,202
+22% +$266K 0.03% 445
2020
Q3 		$1.19M Buy
54,247
+50,662
+1,413% +$1.11M 0.03% 437
2020
Q2 		$78K Buy
3,585
+1,860
+108% +$40.2K ﹤0.01% 1249
2020
Q1 		$36K Hold
1,725
– – ﹤0.01% 1389
2019
Q4 		$37K Hold
1,725
– – ﹤0.01% 1536
2019
Q3 		$37K Hold
1,725
– – ﹤0.01% 1489
2019
Q2 		$36K Buy
+1,725
New +$36.5K ﹤0.01% 1457

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

Steward Partners Investment Advisory's BSCM Position: Q4 2022 in Review

Steward Partners Investment Advisory sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 10,447 shares — an estimated $221K sold.

Steward Partners Investment Advisory first reported a position in BSCM in Q2 2019 and held it in 14 quarters. The position peaked at $1.45M in Q4 2020. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

  • Steward Partners Investment Advisory reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 10,447 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $221K.
  • Steward Partners Investment Advisory first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q2 2019 and held it in 14 quarters.
  • Steward Partners Investment Advisory's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $1.45M in Q4 2020.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2022, filed 15 Feb 2023.