Innova Wealth Partners’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

Innova Wealth Partners’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 Q3	–	Sell	-9,859	Closed	-$217K	–	64
2022 Q2	$217K	Sell	9,859 -1,789	-15%	-$40.3K	0.18%	48
2022 Q1	$267K	Buy	11,648 +38	+0.3%	+$874	0.19%	56
2021 Q4	$270K	Sell	11,610 -159	-1%	-$3.69K	0.19%	59
2021 Q3	$274K	Buy	11,769 +45	+0.4%	+$1.05K	0.22%	52
2021 Q2	$274K	Buy	11,724 +49	+0.4%	+$1.14K	0.22%	53
2021 Q1	$273K	Sell	11,675 -9,771	-46%	-$227K	0.23%	53
2020 Q4	$501K	Buy	+21,446	New	+$497K	0.47%	36

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

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

MCP

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

IAS

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

Innova Wealth Partners's BSJM Position: Q3 2022 in Review

Innova Wealth Partners sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q3 2022, closing a stake of 9,859 shares — an estimated $217K sold.

Innova Wealth Partners first reported a position in BSJM in Q4 2020 and held it in 7 quarters. The position peaked at $501K in Q4 2020. 130 funds tracked by Wall St. Rank hold BSJM as of Q3 2022.

Innova Wealth Partners reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Innova Wealth Partners sold 9,859 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q3 2022, an estimated $217K.
Innova Wealth Partners first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q4 2020 and held it in 7 quarters.
Innova Wealth Partners's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $501K in Q4 2020.
130 funds tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q3 2022.

Based on Innova Wealth Partners's 13F filing for Q3 2022, filed 18 Oct 2022.