BWM
BSJM

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

BCS 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
-231,083
Closed -$5.08M – 194
2022
Q3 		$5.08M Sell
231,083
-4,256
-2% -$94.4K 2.39% 7
2022
Q2 		$5.19M Sell
235,339
-5,441
-2% -$122K 2.31% 8
2022
Q1 		$5.52M Sell
240,780
-28,145
-10% -$647K 2.28% 8
2021
Q4 		$6.25M Buy
268,925
+33,241
+14% +$771K 2.24% 8
2021
Q3 		$5.48M Buy
235,684
+36,037
+18% +$840K 2.32% 10
2021
Q2 		$4.66M Buy
199,647
+24,703
+14% +$576K 2.48% 11
2021
Q1 		$4.08M Buy
174,944
+16,946
+11% +$395K 1.94% 14
2020
Q4 		$3.69M Buy
157,998
+47,325
+43% +$1.1M 1.92% 13
2020
Q3 		$2.53M Buy
110,673
+3,078
+3% +$70.4K 1.43% 19
2020
Q2 		$2.4M Buy
107,595
+432
+0.4% +$9.58K 1.44% 18
2020
Q1 		$2.32M Buy
107,163
+24,264
+29% +$572K 1.63% 17
2019
Q4 		$2.03M Buy
+82,899
New +$2.01M 1.35% 17

Other funds holding BSJM

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

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

BCS Wealth Management sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q4 2022, closing a stake of 231,083 shares — an estimated $5.08M sold.

BCS Wealth Management first reported a position in BSJM in Q4 2019 and held it in 12 quarters. The position peaked at $6.25M in Q4 2021. 1 fund tracked by Wall St. Rank holds BSJM as of Q4 2022.

  • BCS Wealth Management reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • BCS Wealth Management sold 231,083 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q4 2022, an estimated $5.08M.
  • BCS Wealth Management first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q4 2019 and held it in 12 quarters.
  • BCS Wealth Management's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $6.25M 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 BCS Wealth Management's 13F filing for Q4 2022, filed 10 Jan 2023.