Ameriprise’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

Ameriprise’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	-183,747	Closed	-$4.05M	–	4064
2022 Q2	$4.05M	Buy	183,747 +150,964	+460%	+$3.4M	﹤0.01%	2427
2022 Q1	$751K	Sell	32,783 -10,138	-24%	-$233K	﹤0.01%	3320
2021 Q4	$997K	Sell	42,921 -10,814	-20%	-$251K	﹤0.01%	3260
2021 Q3	$1.25M	Buy	53,735 +44,637	+491%	+$1.04M	﹤0.01%	3068
2021 Q2	$213K	Buy	9,098 +11	+0.1%	+$257	﹤0.01%	3737
2021 Q1	$213K	Buy	+9,087	New	+$212K	﹤0.01%	3695
2017 Q3	–	Sell	-11,139	Closed	-$283K	–	3782
2017 Q2	$283K	Buy	+11,139	New	+$282K	﹤0.01%	3442

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

Ameriprise's BSJM Position: Q3 2022 in Review

Ameriprise sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q3 2022, closing a stake of 183,747 shares — an estimated $4.05M sold.

Ameriprise first reported a position in BSJM in Q2 2017 and held it in 7 quarters. The position peaked at $4.05M in Q2 2022. 130 funds tracked by Wall St. Rank hold BSJM as of Q3 2022.

Ameriprise reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Ameriprise sold 183,747 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q3 2022, an estimated $4.05M.
Ameriprise first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q2 2017 and held it in 7 quarters.
Ameriprise's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $4.05M in Q2 2022.
130 funds tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q3 2022.

Based on Ameriprise's 13F filing for Q3 2022, filed 14 Nov 2022.