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 $4.82B AUM 20.19% 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