Anchor Investment Management’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

Anchor Investment 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 Q1	–	Sell	-3,190	Closed	-$74.1K	–	1056
2021 Q4	$74.1K	Hold	3,190	–	–	0.01%	510
2021 Q3	$74.1K	Sell	3,190 -10,369	-76%	-$242K	0.01%	477
2021 Q2	$317K	Buy	13,559 +168	+1%	+$3.92K	0.04%	296
2021 Q1	$313K	Buy	13,391 +2,225	+20%	+$51.8K	0.05%	280
2020 Q4	$261K	Hold	11,166	–	–	0.05%	260
2020 Q3	$255K	Hold	11,166	–	–	0.05%	243
2020 Q2	$249K	Hold	11,166	–	–	0.06%	229
2020 Q1	$242K	Sell	11,166 -968	-8%	-$22.8K	0.06%	220
2019 Q4	$297K	Hold	12,134	–	–	0.06%	226
2019 Q3	$296K	Hold	12,134	–	–	0.07%	227
2019 Q2	$298K	Hold	12,134	–	–	0.07%	229
2019 Q1	$297K	Buy	12,134 +4,000	+49%	+$96.8K	0.07%	220
2018 Q4	$189K	Buy	8,134 +35	+0.4%	+$842	0.05%	276
2018 Q3	$200K	Hold	8,099	–	–	0.05%	293
2018 Q2	$198K	Hold	8,099	–	–	0.05%	303
2018 Q1	$199K	Hold	8,099	–	–	0.05%	299
2017 Q4	$202K	Buy	8,099 +3,527	+77%	+$88.8K	0.05%	284
2017 Q3	$116K	Buy	+4,572	New	+$116K	0.03%	332

Other funds holding BSJM

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

UCFA

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IAS

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

MCP

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

Anchor Investment Management's BSJM Position: Q1 2022 in Review

Anchor Investment Management sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q1 2022, closing a stake of 3,190 shares — an estimated $74.1K sold.

Anchor Investment Management first reported a position in BSJM in Q3 2017 and held it in 18 quarters. The position peaked at $317K in Q2 2021. 140 funds tracked by Wall St. Rank hold BSJM as of Q1 2022.

Anchor Investment Management reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Anchor Investment Management sold 3,190 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q1 2022, an estimated $74.1K.
Anchor Investment Management first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q3 2017 and held it in 18 quarters.
Anchor Investment Management's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $317K in Q2 2021.
140 funds tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q1 2022.

Based on Anchor Investment Management's 13F filing for Q1 2022, filed 2 Jan 2024.