Mach-1 Financial Group’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

Mach-1 Financial 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 Q1	–	Sell	-847	Closed	-$19K	–	343
2021 Q4	$19K	Buy	+847	New	+$19.7K	0.01%	92
2021 Q3	–	Sell	-847	Closed	-$19K	–	147
2021 Q2	$19K	Hold	847	–	–	0.01%	69
2021 Q1	$19K	Hold	847	–	–	0.02%	92
2020 Q4	$19K	Buy	+847	New	+$19.6K	0.02%	90

Other funds holding BSJM

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

Mach-1 Financial Group's BSJM Position: Q1 2022 in Review

Mach-1 Financial Group sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q1 2022, closing a stake of 847 shares — an estimated $19K sold.

Mach-1 Financial Group first reported a position in BSJM in Q4 2020 and held it in 4 quarters. The position peaked at $19K in Q4 2021. 140 funds tracked by Wall St. Rank hold BSJM as of Q1 2022.

Mach-1 Financial Group reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Mach-1 Financial Group sold 847 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q1 2022, an estimated $19K.
Mach-1 Financial Group first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q4 2020 and held it in 4 quarters.
Mach-1 Financial Group's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $19K in Q4 2021.
140 funds tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q1 2022.

Based on Mach-1 Financial Group's 13F filing for Q1 2022, filed 6 May 2022.