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

Key Financial Inc’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	-5,910	Closed	-$130K	–	1176
2022 Q3	$130K	Hold	5,910	–	–	0.06%	219
2022 Q2	$131K	Hold	5,910	–	–	0.07%	208
2022 Q1	$135K	Hold	5,910	–	–	0.07%	210
2021 Q4	$137K	Hold	5,910	–	–	0.07%	191
2021 Q3	$137K	Hold	5,910	–	–	0.08%	184
2021 Q2	$138K	Hold	5,910	–	–	0.08%	185
2021 Q1	$138K	Hold	5,910	–	–	0.09%	167
2020 Q4	$138K	Buy	+5,910	New	+$137K	0.1%	153
2020 Q2	–	Sell	-3,651	Closed	-$79K	–	697
2020 Q1	$79K	Buy	+3,651	New	+$86.1K	0.08%	180

Other funds holding BSJM

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

Key Financial Inc's BSJM Position: Q4 2022 in Review

Key Financial Inc sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q4 2022, closing a stake of 5,910 shares — an estimated $130K sold.

Key Financial Inc first reported a position in BSJM in Q1 2020 and held it in 9 quarters. The position peaked at $138K in Q2 2021. 1 fund tracked by Wall St. Rank holds BSJM as of Q4 2022.

Key Financial Inc reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Key Financial Inc sold 5,910 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q4 2022, an estimated $130K.
Key Financial Inc first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q1 2020 and held it in 9 quarters.
Key Financial Inc's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $138K 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 Key Financial Inc's 13F filing for Q4 2022, filed 26 Jan 2023.