AWM
BSJM

AE Wealth Management’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

AE Wealth Management’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
Q4 		– Sell
-126,476
Closed -$2.78M – 1941
2022
Q3 		$2.78M Sell
126,476
-1,424
-1% -$31.6K 0.02% 596
2022
Q2 		$2.82M Buy
127,900
+45,747
+56% +$1.03M 0.02% 557
2022
Q1 		$1.88M Buy
+82,153
New +$1.89M 0.01% 718
2021
Q1 		– Sell
-12,491
Closed -$292K – 1594
2020
Q4 		$292K Buy
12,491
+1,937
+18% +$44.8K ﹤0.01% 1155
2020
Q3 		$241K Sell
10,554
-606,523
-98% -$13.9M ﹤0.01% 1114
2020
Q2 		$13.8M Buy
617,077
+75,349
+14% +$1.67M 0.21% 113
2020
Q1 		$11.7M Buy
541,728
+400,710
+284% +$9.45M 0.27% 75
2019
Q4 		$3.45M Buy
+141,018
New +$3.43M 0.07% 237

Other funds holding BSJM

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

AE Wealth Management's BSJM Position: Q4 2022 in Review

AE Wealth Management sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q4 2022, closing a stake of 126,476 shares — an estimated $2.78M sold.

AE Wealth Management first reported a position in BSJM in Q4 2019 and held it in 8 quarters. The position peaked at $13.8M in Q2 2020. 1 fund tracked by Wall St. Rank holds BSJM as of Q4 2022.

  • AE Wealth Management reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • AE Wealth Management sold 126,476 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q4 2022, an estimated $2.78M.
  • AE Wealth Management first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q4 2019 and held it in 8 quarters.
  • AE Wealth Management's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $13.8M in Q2 2020.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q4 2022.

Based on AE Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.