Avantax Advisory Services’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

Avantax Advisory Services’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	-14,173	Closed	-$311K	–	1477
2022 Q3	$311K	Buy	14,173 +61	+0.4%	+$1.35K	﹤0.01%	989
2022 Q2	$311K	Buy	14,112 +1,152	+9%	+$25.9K	﹤0.01%	987
2022 Q1	$298K	Buy	+12,960	New	+$298K	﹤0.01%	1007

Other funds holding BSJM

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

Avantax Advisory Services's BSJM Position: Q4 2022 in Review

Avantax Advisory Services sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q4 2022, closing a stake of 14,173 shares — an estimated $311K sold.

Avantax Advisory Services first reported a position in BSJM in Q1 2022 and held it in 3 quarters. The position peaked at $311K in Q3 2022. 1 fund tracked by Wall St. Rank holds BSJM as of Q4 2022.

Avantax Advisory Services reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Avantax Advisory Services sold 14,173 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q4 2022, an estimated $311K.
Avantax Advisory Services first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q1 2022 and held it in 3 quarters.
Avantax Advisory Services's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $311K in Q3 2022.
1 fund tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q4 2022.

Based on Avantax Advisory Services's 13F filing for Q4 2022, filed 13 Feb 2023.