Kessler Investment Group’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

Kessler Investment Group’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	-409	Closed	-$9K	–	195
2022 Q2	$9K	Hold	409	–	–	0.01%	127
2022 Q1	$9K	Sell	409 -333	-45%	-$7.66K	0.01%	135
2021 Q4	$17K	Hold	742	–	–	0.01%	122
2021 Q3	$17K	Hold	742	–	–	0.01%	120
2021 Q2	$17K	Sell	742 -788	-52%	-$18.4K	0.01%	95
2021 Q1	$36K	Hold	1,530	–	–	0.05%	66
2020 Q4	$36K	Sell	1,530 -2,564	-63%	-$59.4K	0.04%	75
2020 Q3	$94K	Buy	4,094 +2,897	+242%	+$66.2K	0.11%	43
2020 Q2	$27K	Hold	1,197	–	–	0.03%	79
2020 Q1	$26K	Hold	1,197	–	–	0.03%	80
2019 Q4	$29K	Buy	+1,197	New	+$29.1K	0.03%	80

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

Kessler Investment Group's BSJM Position: Q3 2022 in Review

Kessler Investment Group sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q3 2022, closing a stake of 409 shares — an estimated $9K sold.

Kessler Investment Group first reported a position in BSJM in Q4 2019 and held it in 11 quarters. The position peaked at $94K in Q3 2020. 130 funds tracked by Wall St. Rank hold BSJM as of Q3 2022.

Kessler Investment Group reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Kessler Investment Group sold 409 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q3 2022, an estimated $9K.
Kessler Investment Group first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q4 2019 and held it in 11 quarters.
Kessler Investment Group's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $94K in Q3 2020.
130 funds tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q3 2022.

Based on Kessler Investment Group's 13F filing for Q3 2022, filed 17 Oct 2022.