AIM
BSJM

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

Aspen 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
Q4 		– Sell
-38,877
Closed -$854K – 134
2022
Q3 		$854K Hold
38,877
– – 0.57% 57
2022
Q2 		$857K Hold
38,877
– – 0.54% 61
2022
Q1 		$890K Sell
38,877
-9,274
-19% -$213K 0.47% 76
2021
Q4 		$1.12M Sell
48,151
-300
-0.6% -$6.96K 0.55% 62
2021
Q3 		$1.13M Buy
48,451
+442
+0.9% +$10.3K 0.6% 57
2021
Q2 		$1.12M Buy
48,009
+1,080
+2% +$25.2K 0.59% 60
2021
Q1 		$1.1M Buy
+46,929
New +$1.09M 0.61% 52
2018
Q4 		– Sell
-10,985
Closed -$271K – 148
2018
Q3 		$271K Sell
10,985
-448
-4% -$11K 0.18% 121
2018
Q2 		$280K Buy
11,433
+105
+0.9% +$2.58K 0.19% 120
2018
Q1 		$278K Buy
11,328
+1,770
+19% +$43.8K 0.2% 117
2017
Q4 		$238K Buy
+9,558
New +$241K 0.17% 127

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

Aspen Investment Management's BSJM Position: Q4 2022 in Review

Aspen Investment Management sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q4 2022, closing a stake of 38,877 shares — an estimated $854K sold.

Aspen Investment Management first reported a position in BSJM in Q4 2017 and held it in 11 quarters. The position peaked at $1.13M in Q3 2021. 1 fund tracked by Wall St. Rank holds BSJM as of Q4 2022.

  • Aspen Investment Management reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Aspen Investment Management sold 38,877 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q4 2022, an estimated $854K.
  • Aspen Investment Management first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q4 2017 and held it in 11 quarters.
  • Aspen Investment Management's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $1.13M in Q3 2021.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q4 2022.

Based on Aspen Investment Management's 13F filing for Q4 2022, filed 6 Feb 2023.