T
BSCM

TCWP’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

TCWP’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
-294,664
Closed -$6.24M – 302
2022
Q3 		$6.24M Buy
294,664
+273,002
+1,260% +$5.79M 1.32% 16
2022
Q2 		$459K Buy
21,662
+7,218
+50% +$153K 0.1% 151
2022
Q1 		$307K Sell
14,444
-12,408
-46% -$264K 0.06% 216
2021
Q4 		$574K Buy
+26,852
New +$577K 0.11% 131

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

TCWP's BSCM Position: Q4 2022 in Review

TCWP sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 294,664 shares — an estimated $6.24M sold.

TCWP first reported a position in BSCM in Q4 2021 and held it in 4 quarters. The position peaked at $6.24M in Q3 2022. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

  • TCWP reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • TCWP sold 294,664 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $6.24M.
  • TCWP first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2021 and held it in 4 quarters.
  • TCWP's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $6.24M in Q3 2022.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on TCWP's 13F filing for Q4 2022, filed 13 Feb 2023.