HWMA
BSJM

Heritage Wealth Management (Arizona)’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

Heritage Wealth Management (Arizona)’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
-858
Closed -$19K – 1112
2022
Q3 		$19K Hold
858
– – 0.01% 547
2022
Q2 		$18.9K Hold
858
– – 0.01% 548
2022
Q1 		$20K Buy
+858
New +$19.7K 0.01% 607
2021
Q3 		$45K Sell
1,930
-425
-18% -$9.9K 0.02% 459
2021
Q2 		$55K Hold
2,355
– – 0.02% 444
2021
Q1 		$55K Buy
+2,355
New +$54.8K 0.03% 363

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

Heritage Wealth Management (Arizona)'s BSJM Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q4 2022, closing a stake of 858 shares — an estimated $19K sold.

Heritage Wealth Management (Arizona) first reported a position in BSJM in Q1 2021 and held it in 6 quarters. The position peaked at $55K in Q2 2021. 1 fund tracked by Wall St. Rank holds BSJM as of Q4 2022.

  • Heritage Wealth Management (Arizona) reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 858 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q4 2022, an estimated $19K.
  • Heritage Wealth Management (Arizona) first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q1 2021 and held it in 6 quarters.
  • Heritage Wealth Management (Arizona)'s Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $55K in Q2 2021.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.