Wealthspire Advisors (New York)’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Wealthspire Advisors (New York)’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	-25,751	Closed	-$545K	–	611
2022 Q3	$545K	Hold	25,751	–	–	0.01%	319
2022 Q2	$546K	Hold	25,751	–	–	0.01%	302
2022 Q1	$547K	Sell	25,751 -2,976	-10%	-$63.4K	0.01%	264
2021 Q4	$614K	Hold	28,727	–	–	0.01%	289
2021 Q3	$618K	Buy	+28,727	New	+$620K	0.01%	315
2021 Q2	–	Sell	-45,757	Closed	-$990K	–	718
2021 Q1	$990K	Buy	+45,757	New	+$993K	0.02%	269

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

Wealthspire Advisors (New York)'s BSCM Position: Q4 2022 in Review

Wealthspire Advisors (New York) sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 25,751 shares — an estimated $545K sold.

Wealthspire Advisors (New York) first reported a position in BSCM in Q1 2021 and held it in 6 quarters. The position peaked at $990K in Q1 2021. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

Wealthspire Advisors (New York) reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Wealthspire Advisors (New York) sold 25,751 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $545K.
Wealthspire Advisors (New York) first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q1 2021 and held it in 6 quarters.
Wealthspire Advisors (New York)'s Invesco BulletShares 2022 Corporate Bond ETF position peaked at $990K in Q1 2021.
3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2022, filed 14 Feb 2023.