SFWC
BSCM

Strategic Family Wealth Counselors’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Strategic Family Wealth Counselors’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
-745,461
Closed -$15.8M – 113
2022
Q3 		$15.8M Sell
745,461
-5,845
-0.8% -$124K 7.75% 2
2022
Q2 		$15.9M Buy
751,306
+28,962
+4% +$615K 7.64% 2
2022
Q1 		$15.4M Buy
722,344
+144,877
+25% +$3.09M 6.19% 2
2021
Q4 		$12.4M Buy
577,467
+133,599
+30% +$2.87M 3.96% 3
2021
Q3 		$9.56M Buy
443,868
+32,382
+8% +$698K 3.27% 4
2021
Q2 		$8.88M Buy
411,486
+3,061
+0.7% +$66.2K 2.91% 6
2021
Q1 		$8.84M Buy
408,425
+13,500
+3% +$293K 3.33% 5
2020
Q4 		$8.59M Buy
394,925
+4,504
+1% +$98.3K 4.43% 4
2020
Q3 		$8.53M Buy
390,421
+34,900
+10% +$763K 4.78% 5
2020
Q2 		$7.76M Buy
355,521
+22,337
+7% +$483K 4.88% 5
2020
Q1 		$7.06M Buy
333,184
+189,194
+131% +$4.03M 5.27% 4
2019
Q4 		$3.1M Buy
143,990
+29,230
+25% +$628K 2.5% 16
2019
Q3 		$2.47M Buy
114,760
+7,407
+7% +$159K 1.87% 17
2019
Q2 		$2.3M Buy
107,353
+13,036
+14% +$276K 1.78% 17
2019
Q1 		$1.99M Buy
94,317
+24,179
+34% +$505K 1.61% 18
2018
Q4 		$1.45M Buy
+70,138
New +$1.44M 1.64% 16

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

Strategic Family Wealth Counselors's BSCM Position: Q4 2022 in Review

Strategic Family Wealth Counselors sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 745,461 shares — an estimated $15.8M sold.

Strategic Family Wealth Counselors first reported a position in BSCM in Q4 2018 and held it in 16 quarters. The position peaked at $15.9M in Q2 2022. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

  • Strategic Family Wealth Counselors reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Strategic Family Wealth Counselors sold 745,461 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $15.8M.
  • Strategic Family Wealth Counselors first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2018 and held it in 16 quarters.
  • Strategic Family Wealth Counselors's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $15.9M in Q2 2022.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on Strategic Family Wealth Counselors's 13F filing for Q4 2022, filed 26 Jan 2023.