AP
BSJM

Atwood & Palmer’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

Atwood & Palmer’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
-24,218
Closed -$532K – 399
2022
Q3 		$532K Sell
24,218
-9,525
-28% -$211K 0.05% 105
2022
Q2 		$744K Sell
33,743
-157,024
-82% -$3.53M 0.07% 88
2022
Q1 		$4.37M Sell
190,767
-257,074
-57% -$5.91M 0.38% 51
2021
Q4 		$10.4M Sell
447,841
-3,167
-0.7% -$73.5K 0.87% 41
2021
Q3 		$10.5M Buy
451,008
+6,247
+1% +$146K 0.94% 41
2021
Q2 		$10.4M Sell
444,761
-8,670
-2% -$202K 0.93% 41
2021
Q1 		$10.6M Buy
453,431
+68,363
+18% +$1.59M 1.02% 36
2020
Q4 		$8.99M Buy
385,068
+292,249
+315% +$6.77M 0.96% 36
2020
Q3 		$2.12M Buy
92,819
+10,155
+12% +$232K 0.27% 54
2020
Q2 		$1.84M Buy
82,664
+23,781
+40% +$528K 0.25% 56
2020
Q1 		$1.27M Buy
58,883
+2,556
+5% +$60.3K 0.2% 61
2019
Q4 		$1.38M Buy
56,327
+11,277
+25% +$274K 0.18% 60
2019
Q3 		$1.1M Buy
45,050
+21,550
+92% +$527K 0.15% 64
2019
Q2 		$576K Buy
23,500
+9,775
+71% +$239K 0.08% 83
2019
Q1 		$336K Buy
13,725
+1,100
+9% +$26.6K 0.05% 94
2018
Q4 		$293K Buy
12,625
+6,525
+107% +$157K 0.05% 99
2018
Q3 		$150K Buy
+6,100
New +$150K 0.02% 136

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

Atwood & Palmer's BSJM Position: Q4 2022 in Review

Atwood & Palmer sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q4 2022, closing a stake of 24,218 shares — an estimated $532K sold.

Atwood & Palmer first reported a position in BSJM in Q3 2018 and held it in 17 quarters. The position peaked at $10.6M in Q1 2021. 1 fund tracked by Wall St. Rank holds BSJM as of Q4 2022.

  • Atwood & Palmer reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Atwood & Palmer sold 24,218 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q4 2022, an estimated $532K.
  • Atwood & Palmer first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q3 2018 and held it in 17 quarters.
  • Atwood & Palmer's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $10.6M in Q1 2021.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q4 2022.

Based on Atwood & Palmer's 13F filing for Q4 2022, filed 31 Jan 2023.