Wealthstar Advisors’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Wealthstar 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	-105,990	Closed	-$2.25M	–	97
2022 Q3	$2.25M	Buy	105,990 +85,391	+415%	+$1.81M	1.07%	14
2022 Q2	$437K	Buy	20,599 +6,028	+41%	+$128K	0.17%	60
2022 Q1	$310K	Sell	14,571 -167	-1%	-$3.56K	0.11%	75
2021 Q4	$315K	Sell	14,738 -2,694	-15%	-$57.9K	0.11%	63
2021 Q3	$375K	Buy	+17,432	New	+$376K	0.11%	64

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

Wealthstar Advisors's BSCM Position: Q4 2022 in Review

Wealthstar Advisors sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 105,990 shares — an estimated $2.25M sold.

Wealthstar Advisors first reported a position in BSCM in Q3 2021 and held it in 5 quarters. The position peaked at $2.25M in Q3 2022. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

Wealthstar Advisors reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Wealthstar Advisors sold 105,990 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $2.25M.
Wealthstar Advisors first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q3 2021 and held it in 5 quarters.
Wealthstar Advisors's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $2.25M in Q3 2022.
3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

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