Jim Simons
BSJM

Jim Simons’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

Jim Simons’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
-18,100
Closed -$399K – 4545
2022
Q2 		$399K Buy
+18,100
New +$407K ﹤0.01% 3291
2022
Q1 		– Sell
-33,500
Closed -$778K – 4610
2021
Q4 		$778K Buy
+33,500
New +$777K ﹤0.01% 2829

Other funds holding BSJM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

Jim Simons's BSJM Position: Q3 2022 in Review

Jim Simons sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q3 2022, closing a stake of 18,100 shares — an estimated $399K sold.

Jim Simons first reported a position in BSJM in Q4 2021 and held it in 2 quarters. The position peaked at $778K in Q4 2021. 130 funds tracked by Wall St. Rank hold BSJM as of Q3 2022.

  • Jim Simons reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Jim Simons sold 18,100 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q3 2022, an estimated $399K.
  • Jim Simons first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q4 2021 and held it in 2 quarters.
  • Jim Simons's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $778K in Q4 2021.
  • 130 funds tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q3 2022.

Based on Renaissance Technologies's 13F filing for Q3 2022, filed 14 Nov 2022.