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

Forte 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	-28,000	Closed	-$615K	–	73
2022 Q3	$615K	Hold	28,000	–	–	0.41%	49
2022 Q2	$617K	Buy	+28,000	New	+$630K	0.43%	47

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

Forte Asset Management's BSJM Position: Q4 2022 in Review

Forte Asset Management sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q4 2022, closing a stake of 28,000 shares — an estimated $615K sold.

Forte Asset Management first reported a position in BSJM in Q2 2022 and held it in 2 quarters. The position peaked at $617K in Q2 2022. 1 fund tracked by Wall St. Rank holds BSJM as of Q4 2022.

Forte Asset Management reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Forte Asset Management sold 28,000 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q4 2022, an estimated $615K.
Forte Asset Management first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q2 2022 and held it in 2 quarters.
Forte Asset Management's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $617K in Q2 2022.
1 fund tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q4 2022.

Based on Forte Asset Management's 13F filing for Q4 2022, filed 17 Jan 2023.