TWM
BSCM

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

Tradition 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
-5,041
Closed -$107K – 1237
2022
Q3 		$107K Sell
5,041
-2,176
-30% -$46.1K 0.02% 351
2022
Q2 		$153K Sell
7,217
-1,920
-21% -$40.7K 0.02% 298
2022
Q1 		$194K Sell
9,137
-10,845
-54% -$231K 0.02% 300
2021
Q4 		$427K Sell
19,982
-2,134
-10% -$45.8K 0.05% 199
2021
Q3 		$476K Sell
22,116
-2,134
-9% -$46K 0.07% 177
2021
Q2 		$524K Sell
24,250
-7,973
-25% -$173K 0.08% 171
2021
Q1 		$697K Sell
32,223
-13,801
-30% -$299K 0.12% 133
2020
Q4 		$1M Buy
+46,024
New +$1M 0.19% 101

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

Tradition Wealth Management's BSCM Position: Q4 2022 in Review

Tradition Wealth Management sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 5,041 shares — an estimated $107K sold.

Tradition Wealth Management first reported a position in BSCM in Q4 2020 and held it in 8 quarters. The position peaked at $1M in Q4 2020. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

  • Tradition Wealth Management reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Tradition Wealth Management sold 5,041 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $107K.
  • Tradition Wealth Management first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2020 and held it in 8 quarters.
  • Tradition Wealth Management's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $1M in Q4 2020.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on Tradition Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.