SPWM
BSCM

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

Straight Path 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
-37,658
Closed -$798K – 84
2022
Q3 		$798K Sell
37,658
-4,693
-11% -$99.5K 0.72% 28
2022
Q2 		$897K Sell
42,351
-1,673
-4% -$35.5K 0.88% 26
2022
Q1 		$936K Buy
44,024
+9,714
+28% +$207K 0.79% 21
2021
Q4 		$734K Buy
+34,310
New +$737K 0.64% 25

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 $20.6B AUM 34.61% 1-Year Est. Return

Straight Path Wealth Management's BSCM Position: Q4 2022 in Review

Straight Path Wealth Management sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 37,658 shares — an estimated $798K sold.

Straight Path Wealth Management first reported a position in BSCM in Q4 2021 and held it in 4 quarters. The position peaked at $936K in Q1 2022. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

  • Straight Path Wealth Management reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Straight Path Wealth Management sold 37,658 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $798K.
  • Straight Path Wealth Management first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2021 and held it in 4 quarters.
  • Straight Path Wealth Management's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $936K in Q1 2022.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on Straight Path Wealth Management's 13F filing for Q4 2022, filed 20 Jan 2023.