Joule Financial’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

Joule Financial’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	-319,427	Closed	-$7.02M	–	106
2022 Q3	$7.02M	Buy	319,427 +13,485	+4%	+$299K	5.26%	5
2022 Q2	$6.75M	Buy	+305,942	New	+$6.89M	5.27%	4

Other funds holding BSJM

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Joule Financial's BSJM Position: Q4 2022 in Review

Joule Financial sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q4 2022, closing a stake of 319,427 shares — an estimated $7.02M sold.

Joule Financial first reported a position in BSJM in Q2 2022 and held it in 2 quarters. The position peaked at $7.02M in Q3 2022. 1 fund tracked by Wall St. Rank holds BSJM as of Q4 2022.

Joule Financial reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Joule Financial sold 319,427 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q4 2022, an estimated $7.02M.
Joule Financial first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q2 2022 and held it in 2 quarters.
Joule Financial's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $7.02M in Q3 2022.
1 fund tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q4 2022.

Based on Joule Financial's 13F filing for Q4 2022, filed 13 Jan 2023.