Courier Capital’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

Courier Capital’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 Q2	–	Sell	-9,000	Closed	-$206K	–	305
2022 Q1	$206K	Sell	9,000 -1,000	-10%	-$23K	0.02%	293
2021 Q4	$232K	Hold	10,000	–	–	0.02%	289
2021 Q3	$232K	Hold	10,000	–	–	0.02%	281
2021 Q2	$234K	Hold	10,000	–	–	0.02%	288
2021 Q1	$234K	Hold	10,000	–	–	0.02%	284
2020 Q4	$233K	Hold	10,000	–	–	0.03%	268
2020 Q3	$232K	Hold	10,000	–	–	0.03%	255
2020 Q2	$225K	Hold	10,000	–	–	0.03%	251
2020 Q1	$220K	Hold	10,000	–	–	0.03%	234
2019 Q4	$245K	Buy	+10,000	New	+$243K	0.03%	261

Other funds holding BSJM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Courier Capital's BSJM Position: Q2 2022 in Review

Courier Capital sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q2 2022, closing a stake of 9,000 shares — an estimated $206K sold.

Courier Capital first reported a position in BSJM in Q4 2019 and held it in 10 quarters. The position peaked at $245K in Q4 2019. 135 funds tracked by Wall St. Rank hold BSJM as of Q2 2022.

Courier Capital reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Courier Capital sold 9,000 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q2 2022, an estimated $206K.
Courier Capital first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q4 2019 and held it in 10 quarters.
Courier Capital's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $245K in Q4 2019.
135 funds tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q2 2022.

Based on Courier Capital's 13F filing for Q2 2022, filed 20 Jul 2022.