UCFA
BSCM

United Capital Financial Advisors’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

United Capital 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
-29,688
Closed -$629K – 1137
2022
Q3 		$629K Sell
29,688
-10,124
-25% -$215K ﹤0.01% 714
2022
Q2 		$844K Sell
39,812
-23,090
-37% -$490K ﹤0.01% 663
2022
Q1 		$1.34M Sell
62,902
-22,325
-26% -$476K 0.01% 606
2021
Q4 		$1.82M Sell
85,227
-30,224
-26% -$649K 0.01% 554
2021
Q3 		$2.49M Sell
115,451
-6,505
-5% -$140K 0.01% 484
2021
Q2 		$2.63M Sell
121,956
-7,098
-6% -$154K 0.01% 486
2021
Q1 		$2.79M Sell
129,054
-35,073
-21% -$761K 0.02% 448
2020
Q4 		$3.57M Sell
164,127
-9,196
-5% -$201K 0.02% 407
2020
Q3 		$3.79M Sell
173,323
-6,936
-4% -$152K 0.02% 381
2020
Q2 		$3.93M Buy
180,259
+99,855
+124% +$2.16M 0.03% 400
2020
Q1 		$1.7M Sell
80,404
-4,217
-5% -$89.8K 0.01% 529
2019
Q4 		$1.82M Sell
84,621
-5,423
-6% -$117K 0.01% 621
2019
Q3 		$1.94M Buy
90,044
+1,523
+2% +$32.6K 0.01% 593
2019
Q2 		$1.89M Sell
88,521
-3,119
-3% -$66.1K 0.01% 638
2019
Q1 		$1.94M Buy
91,640
+4,820
+6% +$101K 0.01% 596
2018
Q4 		$1.79M Sell
86,820
-6,166
-7% -$127K 0.01% 585
2018
Q3 		$1.92M Sell
92,986
-1,585
-2% -$32.8K 0.01% 624
2018
Q2 		$1.95M Sell
94,571
-3,473
-4% -$71.7K 0.01% 599
2018
Q1 		$2.04M Sell
98,044
-10,682
-10% -$223K 0.02% 583
2017
Q4 		$2.3M Buy
108,726
+7,172
+7% +$153K 0.02% 559
2017
Q3 		$2.17M Sell
101,554
-5,276
-5% -$113K 0.02% 550
2017
Q2 		$2.28M Buy
106,830
+938
+0.9% +$20K 0.02% 536
2017
Q1 		$2.23M Sell
105,892
-15,254
-13% -$320K 0.02% 538
2016
Q4 		$2.53M Sell
121,146
-3,048
-2% -$64.6K 0.02% 511
2016
Q3 		$2.69M Sell
124,194
-1,084
-0.9% -$23.4K 0.03% 510
2016
Q2 		$2.76M Sell
125,278
-8,367
-6% -$177K 0.03% 484
2016
Q1 		$2.81M Sell
133,645
-12,855
-9% -$264K 0.03% 460
2015
Q4 		$2.97M Sell
146,500
-397,722
-73% -$8.18M 0.03% 460
2015
Q3 		$11.2M Buy
544,222
+61,127
+13% +$1.26M 0.13% 167
2015
Q2 		$9.98M Sell
483,095
-19,329
-4% -$405K 0.12% 216
2015
Q1 		$10.7M Buy
502,424
+129,734
+35% +$2.74M 0.13% 199
2014
Q4 		$7.75M Buy
372,690
+77,747
+26% +$1.62M 0.12% 201
2014
Q3 		$6.1M Buy
294,943
+142,381
+93% +$2.96M 0.11% 219
2014
Q2 		$3.18M Buy
152,562
+119,809
+366% +$2.48M 0.06% 314
2014
Q1 		$669K Buy
+32,753
New +$664K 0.01% 575

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

United Capital Financial Advisors's BSCM Position: Q4 2022 in Review

United Capital Financial Advisors sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 29,688 shares — an estimated $629K sold.

United Capital Financial Advisors first reported a position in BSCM in Q1 2014 and held it in 35 quarters. The position peaked at $11.2M in Q3 2015. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

  • United Capital Financial Advisors reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • United Capital Financial Advisors sold 29,688 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $629K.
  • United Capital Financial Advisors first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q1 2014 and held it in 35 quarters.
  • United Capital Financial Advisors's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $11.2M in Q3 2015.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on United Capital Financial Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.