BA
BSJM

Ballew Advisors’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

Ballew 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
-10,234
Closed -$225K – 106
2022
Q3 		$225K Buy
+10,234
New +$227K 0.2% 86
2021
Q3 		– Sell
-9,790
Closed -$228K – 132
2021
Q2 		$228K Sell
9,790
-10,292
-51% -$240K 0.16% 101
2021
Q1 		$470K Buy
20,082
+11,370
+131% +$265K 0.17% 98
2020
Q4 		$203K Buy
+8,712
New +$202K 0.16% 104
2020
Q1 		– Sell
-8,794
Closed -$216K – 96
2019
Q4 		$216K Buy
8,794
+116
+1% +$2.82K 0.19% 86
2019
Q3 		$210K Buy
8,678
+53
+0.6% +$1.3K 0.19% 85
2019
Q2 		$212K Buy
8,625
+36
+0.4% +$882 0.19% 87
2019
Q1 		$211K Buy
8,589
+321
+4% +$7.77K 0.19% 87
2018
Q4 		$200K Buy
8,268
+6,073
+277% +$146K 0.19% 87
2018
Q3 		$53K Buy
2,195
+16
+0.7% +$394 0.05% 158
2018
Q2 		$53K Buy
2,179
+436
+25% +$10.7K 0.06% 155
2018
Q1 		$43K Buy
+1,743
New +$43.1K 0.04% 175

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

Ballew Advisors's BSJM Position: Q4 2022 in Review

Ballew Advisors sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q4 2022, closing a stake of 10,234 shares — an estimated $225K sold.

Ballew Advisors first reported a position in BSJM in Q1 2018 and held it in 12 quarters. The position peaked at $470K in Q1 2021. 1 fund tracked by Wall St. Rank holds BSJM as of Q4 2022.

  • Ballew Advisors reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Ballew Advisors sold 10,234 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q4 2022, an estimated $225K.
  • Ballew Advisors first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q1 2018 and held it in 12 quarters.
  • Ballew Advisors's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $470K 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 Ballew Advisors's 13F filing for Q4 2022, filed 13 Jan 2023.