Financial Gravity Asset Management’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

Financial Gravity Asset 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	-110	Closed	-$4.88K	–	1561
2022 Q3	$4.88K	Hold	110	–	–	0.17%	115
2022 Q2	$4.9K	Sell	110 -5	-4%	-$113	0.15%	133
2022 Q1	$5.09K	Sell	115 -115	-50%	-$2.64K	0.14%	144
2021 Q4	$6.46K	Sell	230 -61	-21%	-$1.42K	0.15%	185
2021 Q3	$23K	Sell	291 -8	-3%	-$186	0.01%	778
2021 Q2	$23K	Buy	+299	New	+$6.98K	0.01%	780
2020 Q2	$53K	Buy	+2,393	New	+$53.1K	16.26%	2
2019 Q4	–	Sell	-6,148	Closed	-$150K	–	1775
2019 Q3	$150K	Sell	6,148 -3,105	-34%	-$75.9K	0.13%	149
2019 Q2	$227K	Sell	9,253 -1,478	-14%	-$36.2K	0.19%	126
2019 Q1	$263K	Buy	+10,731	New	+$260K	0.21%	101

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

Financial Gravity Asset Management's BSJM Position: Q4 2022 in Review

Financial Gravity Asset Management sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q4 2022, closing a stake of 110 shares — an estimated $4.88K sold.

Financial Gravity Asset Management first reported a position in BSJM in Q1 2019 and held it in 10 quarters. The position peaked at $263K in Q1 2019. 1 fund tracked by Wall St. Rank holds BSJM as of Q4 2022.

Financial Gravity Asset Management reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Financial Gravity Asset Management sold 110 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q4 2022, an estimated $4.88K.
Financial Gravity Asset Management first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q1 2019 and held it in 10 quarters.
Financial Gravity Asset Management's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $263K in Q1 2019.
1 fund tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q4 2022.

Based on Financial Gravity Asset Management's 13F filing for Q4 2022, filed 15 Feb 2023.