1834 Investment Advisors’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

1834 Investment Advisors’s Portfolio BSJM Stock Details BSJM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-1,800	Closed	-$40K	–	470
2022 Q2	$40K	Hold	1,800	–	–	0.01%	284
2022 Q1	$41K	Hold	1,800	–	–	0.01%	260
2021 Q4	$42K	Hold	1,800	–	–	﹤0.01%	272
2021 Q3	$42K	Buy	+1,800	New	+$41.9K	0.01%	277
2020 Q2	–	Sell	-7,485	Closed	-$162K	–	475
2020 Q1	$162K	Hold	7,485	–	–	0.03%	193
2019 Q4	$183K	Hold	7,485	–	–	0.03%	204
2019 Q3	$182K	Sell	7,485 -895	-11%	-$21.9K	0.03%	210
2019 Q2	$205K	Hold	8,380	–	–	0.03%	191
2019 Q1	$205K	Hold	8,380	–	–	0.03%	194
2018 Q4	$194K	Buy	8,380 +565	+7%	+$13.6K	0.03%	180
2018 Q3	$193K	Sell	7,815 -50	-0.6%	-$1.23K	0.03%	194
2018 Q2	$192K	Buy	+7,865	New	+$193K	0.03%	181
2018 Q1	–	Sell	-7,235	Closed	-$180K	–	483
2017 Q4	$180K	Buy	+7,235	New	+$182K	0.03%	186

Other funds holding BSJM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

1834 Investment Advisors's BSJM Position: Q3 2022 in Review

1834 Investment Advisors sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q3 2022, closing a stake of 1,800 shares — an estimated $40K sold.

1834 Investment Advisors first reported a position in BSJM in Q4 2017 and held it in 13 quarters. The position peaked at $205K in Q2 2019. 130 funds tracked by Wall St. Rank hold BSJM as of Q3 2022.

1834 Investment Advisors reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
1834 Investment Advisors sold 1,800 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q3 2022, an estimated $40K.
1834 Investment Advisors first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q4 2017 and held it in 13 quarters.
1834 Investment Advisors's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $205K in Q2 2019.
130 funds tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.