Wealth Enhancement Advisory Services
BSCM

Wealth Enhancement Advisory Services’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Wealth Enhancement Advisory Services’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
-37,233
Closed -$789K – 382
2022
Q3 		$789K Sell
37,233
-2,282
-6% -$48.4K 0.01% 247
2022
Q2 		$838K Sell
39,515
-5,074
-11% -$108K 0.01% 252
2022
Q1 		$948K Sell
44,589
-1,258
-3% -$26.8K 0.01% 238
2021
Q4 		$979K Buy
45,847
+105
+0.2% +$2.25K 0.01% 219
2021
Q3 		$983K Buy
45,742
+898
+2% +$19.4K 0.01% 217
2021
Q2 		$969K Sell
44,844
-10,977
-20% -$237K 0.02% 200
2021
Q1 		$1.21M Buy
+55,821
New +$1.21M 0.02% 174

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

Wealth Enhancement Advisory Services's BSCM Position: Q4 2022 in Review

Wealth Enhancement Advisory Services sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 37,233 shares — an estimated $789K sold.

Wealth Enhancement Advisory Services first reported a position in BSCM in Q1 2021 and held it in 7 quarters. The position peaked at $1.21M in Q1 2021. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

  • Wealth Enhancement Advisory Services reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 37,233 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $789K.
  • Wealth Enhancement Advisory Services first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q1 2021 and held it in 7 quarters.
  • Wealth Enhancement Advisory Services's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $1.21M in Q1 2021.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2022, filed 1 Feb 2023.