Leavell Investment Management’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

Leavell Investment Management’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	-13,646	Closed	-$300K	–	448
2022 Q3	$300K	Sell	13,646 -20,198	-60%	-$448K	0.02%	373
2022 Q2	$746K	Buy	33,844 +1	+0%	+$23	0.06%	263
2022 Q1	$775K	Buy	33,843 +263	+0.8%	+$6.05K	0.05%	269
2021 Q4	$780K	Buy	+33,580	New	+$779K	0.05%	272

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

Leavell Investment Management's BSJM Position: Q4 2022 in Review

Leavell Investment Management sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q4 2022, closing a stake of 13,646 shares — an estimated $300K sold.

Leavell Investment Management first reported a position in BSJM in Q4 2021 and held it in 4 quarters. The position peaked at $780K in Q4 2021. 1 fund tracked by Wall St. Rank holds BSJM as of Q4 2022.

Leavell Investment Management reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Leavell Investment Management sold 13,646 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q4 2022, an estimated $300K.
Leavell Investment Management first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q4 2021 and held it in 4 quarters.
Leavell Investment Management's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $780K in Q4 2021.
1 fund tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q4 2022.

Based on Leavell Investment Management's 13F filing for Q4 2022, filed 17 Jan 2023.