WP
BSCM

WealthShield Partners’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

WealthShield Partners’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
-35,826
Closed -$759K – 319
2022
Q3 		$759K Sell
35,826
-169
-0.5% -$3.58K 0.15% 156
2022
Q2 		$763K Sell
35,995
-3,990
-10% -$84.7K 0.15% 161
2022
Q1 		$850K Buy
+39,985
New +$852K 0.14% 168
2021
Q3 		– Sell
-16,908
Closed -$365K – 800
2021
Q2 		$365K Buy
16,908
+311
+2% +$6.73K 0.06% 188
2021
Q1 		$359K Buy
16,597
+6,687
+67% +$145K 0.06% 184
2020
Q4 		$216K Buy
+9,910
New +$216K 0.04% 278

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

WealthShield Partners's BSCM Position: Q4 2022 in Review

WealthShield Partners sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 35,826 shares — an estimated $759K sold.

WealthShield Partners first reported a position in BSCM in Q4 2020 and held it in 6 quarters. The position peaked at $850K in Q1 2022. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

  • WealthShield Partners reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • WealthShield Partners sold 35,826 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $759K.
  • WealthShield Partners first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2020 and held it in 6 quarters.
  • WealthShield Partners's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $850K in Q1 2022.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on WealthShield Partners's 13F filing for Q4 2022, filed 13 Feb 2023.