AWS
BSJM

AJ Wealth Strategies’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

AJ Wealth Strategies’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
-62,110
Closed -$1.36M – 339
2022
Q3 		$1.36M Sell
62,110
-198,518
-76% -$4.4M 0.08% 107
2022
Q2 		$5.75M Sell
260,628
-38,656
-13% -$870K 0.3% 41
2022
Q1 		$6.86M Hold
299,284
– – 0.34% 41
2021
Q4 		$6.95M Buy
299,284
+8,054
+3% +$187K 0.33% 40
2021
Q3 		$6.77M Sell
291,230
-33,830
-10% -$788K 0.37% 38
2021
Q2 		$7.59M Buy
325,060
+72,325
+29% +$1.69M 0.45% 29
2021
Q1 		$5.9M Buy
+252,735
New +$5.88M 0.42% 28

Other funds holding BSJM

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

AJ Wealth Strategies's BSJM Position: Q4 2022 in Review

AJ Wealth Strategies sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q4 2022, closing a stake of 62,110 shares — an estimated $1.36M sold.

AJ Wealth Strategies first reported a position in BSJM in Q1 2021 and held it in 7 quarters. The position peaked at $7.59M in Q2 2021. 1 fund tracked by Wall St. Rank holds BSJM as of Q4 2022.

  • AJ Wealth Strategies reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • AJ Wealth Strategies sold 62,110 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q4 2022, an estimated $1.36M.
  • AJ Wealth Strategies first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q1 2021 and held it in 7 quarters.
  • AJ Wealth Strategies's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $7.59M in Q2 2021.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q4 2022.

Based on AJ Wealth Strategies's 13F filing for Q4 2022, filed 25 Jan 2023.