B. Riley Wealth Advisors’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

B. Riley Wealth Advisors’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	-9,236	Closed	-$203K	–	1623
2022 Q3	$203K	Buy	+9,236	New	+$205K	0.01%	1224
2022 Q1	–	Sell	-25,120	Closed	-$584K	–	1535
2021 Q4	$584K	Sell	25,120 -1,150	-4%	-$26.7K	0.02%	734
2021 Q3	$611K	Sell	26,270 -1,750	-6%	-$40.8K	0.02%	695
2021 Q2	$655K	Buy	28,020 +10,300	+58%	+$240K	0.02%	660
2021 Q1	$414K	Buy	+17,720	New	+$413K	0.01%	830

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

B. Riley Wealth Advisors's BSJM Position: Q4 2022 in Review

B. Riley Wealth Advisors sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q4 2022, closing a stake of 9,236 shares — an estimated $203K sold.

B. Riley Wealth Advisors first reported a position in BSJM in Q1 2021 and held it in 5 quarters. The position peaked at $655K in Q2 2021. 1 fund tracked by Wall St. Rank holds BSJM as of Q4 2022.

B. Riley Wealth Advisors reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
B. Riley Wealth Advisors sold 9,236 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q4 2022, an estimated $203K.
B. Riley Wealth Advisors first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q1 2021 and held it in 5 quarters.
B. Riley Wealth Advisors's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $655K in Q2 2021.
1 fund tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q4 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2022, filed 21 Feb 2023.