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

Stiles 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	-92,225	Closed	-$1.93M	–	191
2022 Q3	$1.93M	Buy	92,225 +69,930	+314%	+$1.48M	1.17%	26
2022 Q2	$472K	Buy	22,295 +289	+1%	+$6.13K	0.28%	94
2022 Q1	$468K	Sell	22,006 -2,840	-11%	-$60.5K	0.23%	106
2021 Q4	$521K	Buy	+24,846	New	+$534K	0.25%	104

Other funds holding BSCM

SAS

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

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

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

Stiles Financial Services sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 92,225 shares — an estimated $1.93M sold.

Stiles Financial Services first reported a position in BSCM in Q4 2021 and held it in 4 quarters. The position peaked at $1.93M in Q3 2022. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

Stiles Financial Services reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Stiles Financial Services sold 92,225 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $1.93M.
Stiles Financial Services first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2021 and held it in 4 quarters.
Stiles Financial Services's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $1.93M in Q3 2022.
3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on Stiles Financial Services's 13F filing for Q4 2022, filed 27 Jan 2023.