Legacy Financial Group (Iowa)
BSJM

Legacy Financial Group (Iowa)’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

Legacy Financial Group (Iowa)’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
-18,327
Closed -$403K – 50
2022
Q3 		$403K Sell
18,327
-36,244
-66% -$804K 0.13% 33
2022
Q2 		$1.2M Sell
54,571
-63,265
-54% -$1.42M 0.38% 28
2022
Q1 		$2.7M Sell
117,836
-79,335
-40% -$1.82M 0.79% 22
2021
Q4 		$4.57M Sell
197,171
-158,669
-45% -$3.68M 1.96% 16
2021
Q3 		$8.27M Sell
355,840
-48,446
-12% -$1.13M 2.47% 14
2021
Q2 		$9.44M Buy
404,286
+17,001
+4% +$397K 2.85% 11
2021
Q1 		$9.04M Buy
387,285
+83,674
+28% +$1.95M 3.14% 10
2020
Q4 		$7.09M Buy
+303,611
New +$7.03M 2.72% 10

Other funds holding BSJM

IA
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

Legacy Financial Group (Iowa)'s BSJM Position: Q4 2022 in Review

Legacy Financial Group (Iowa) sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q4 2022, closing a stake of 18,327 shares — an estimated $403K sold.

Legacy Financial Group (Iowa) first reported a position in BSJM in Q4 2020 and held it in 8 quarters. The position peaked at $9.44M in Q2 2021. 1 fund tracked by Wall St. Rank holds BSJM as of Q4 2022.

  • Legacy Financial Group (Iowa) reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 18,327 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q4 2022, an estimated $403K.
  • Legacy Financial Group (Iowa) first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q4 2020 and held it in 8 quarters.
  • Legacy Financial Group (Iowa)'s Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $9.44M 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 Legacy Financial Group (Iowa)'s 13F filing for Q4 2022, filed 26 Jan 2023.