WWM
BSCM

Western Wealth Management’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Western Wealth Management’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
-19,378
Closed -$410K – 826
2022
Q3 		$410K Hold
19,378
– – 0.02% 552
2022
Q2 		$410K Buy
+19,378
New +$411K 0.02% 530
2020
Q4 		– Sell
-15,959
Closed -$349K – 511
2020
Q3 		$349K Sell
15,959
-12,154
-43% -$266K 0.06% 302
2020
Q2 		$613K Sell
28,113
-2,522
-8% -$54.5K 0.11% 189
2020
Q1 		$648K Sell
30,635
-1,155
-4% -$24.6K 0.15% 152
2019
Q4 		$684K Sell
31,790
-1,487
-4% -$32K 0.1% 191
2019
Q3 		$717K Sell
33,277
-3,267
-9% -$70K 0.15% 159
2019
Q2 		$782K Sell
36,544
-1,052
-3% -$22.3K 0.1% 158
2019
Q1 		$793K Sell
37,596
-1,439
-4% -$30K 0.18% 135
2018
Q4 		$803K Buy
+39,035
New +$802K 0.22% 115

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

Western Wealth Management's BSCM Position: Q4 2022 in Review

Western Wealth Management sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 19,378 shares — an estimated $410K sold.

Western Wealth Management first reported a position in BSCM in Q4 2018 and held it in 10 quarters. The position peaked at $803K in Q4 2018. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

  • Western Wealth Management reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Western Wealth Management sold 19,378 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $410K.
  • Western Wealth Management first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2018 and held it in 10 quarters.
  • Western Wealth Management's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $803K in Q4 2018.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on Western Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.