Axxcess Wealth Management’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

Axxcess Wealth 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	-17,485	Closed	-$384K	–	700
2022 Q3	$384K	Sell	17,485 -250	-1%	-$5.55K	0.04%	360
2022 Q2	$391K	Sell	17,735 -45	-0.3%	-$1.01K	0.04%	351
2022 Q1	$407K	Hold	17,780	–	–	0.03%	404
2021 Q4	$413K	Buy	+17,780	New	+$413K	0.03%	405

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

Axxcess Wealth Management's BSJM Position: Q4 2022 in Review

Axxcess Wealth Management sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q4 2022, closing a stake of 17,485 shares — an estimated $384K sold.

Axxcess Wealth Management first reported a position in BSJM in Q4 2021 and held it in 4 quarters. The position peaked at $413K in Q4 2021. 1 fund tracked by Wall St. Rank holds BSJM as of Q4 2022.

Axxcess Wealth Management reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Axxcess Wealth Management sold 17,485 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q4 2022, an estimated $384K.
Axxcess Wealth Management first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q4 2021 and held it in 4 quarters.
Axxcess Wealth Management's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $413K in Q4 2021.
1 fund tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q4 2022.

Based on Axxcess Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.