Tyler-Stone Wealth Management’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Tyler-Stone 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	-9,072	Closed	-$192K	–	930
2022 Q3	$192K	Hold	9,072	–	–	0.15%	135
2022 Q2	$192K	Hold	9,072	–	–	0.13%	152
2022 Q1	$193K	Hold	9,072	–	–	0.11%	179
2021 Q4	$194K	Buy	+9,072	New	+$195K	0.1%	186

Other funds holding BSCM

SAS

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

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

Tyler-Stone Wealth Management's BSCM Position: Q4 2022 in Review

Tyler-Stone Wealth Management sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 9,072 shares — an estimated $192K sold.

Tyler-Stone Wealth Management first reported a position in BSCM in Q4 2021 and held it in 4 quarters. The position peaked at $194K in Q4 2021. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

Tyler-Stone Wealth Management reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Tyler-Stone Wealth Management sold 9,072 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $192K.
Tyler-Stone Wealth Management first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2021 and held it in 4 quarters.
Tyler-Stone Wealth Management's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $194K in Q4 2021.
3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on Tyler-Stone Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.