TLFA
BSCM

True Link Financial Advisors’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

True Link Financial Advisors’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
-36,431
Closed -$772K – 131
2022
Q3 		$772K Hold
36,431
– – 0.11% 65
2022
Q2 		$772K Hold
36,431
– – 0.12% 69
2022
Q1 		$775K Sell
36,431
-5,718
-14% -$122K 0.11% 75
2021
Q4 		$902K Sell
42,149
-600
-1% -$12.9K 0.12% 82
2021
Q3 		$920K Sell
42,749
-3,573
-8% -$77.1K 0.13% 74
2021
Q2 		$1M Hold
46,322
– – 0.15% 62
2021
Q1 		$1M Sell
46,322
-820
-2% -$17.8K 0.15% 67
2020
Q4 		$1.02M Buy
+47,142
New +$1.03M 0.16% 63

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

True Link Financial Advisors's BSCM Position: Q4 2022 in Review

True Link Financial Advisors sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 36,431 shares — an estimated $772K sold.

True Link Financial Advisors first reported a position in BSCM in Q4 2020 and held it in 8 quarters. The position peaked at $1.02M in Q4 2020. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

  • True Link Financial Advisors reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • True Link Financial Advisors sold 36,431 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $772K.
  • True Link Financial Advisors first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2020 and held it in 8 quarters.
  • True Link Financial Advisors's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $1.02M in Q4 2020.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on True Link Financial Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.