Meridian Wealth Management’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

Meridian Wealth 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 Q3	–	Sell	-70,382	Closed	-$1.55M	–	577
2022 Q2	$1.55M	Buy	+70,382	New	+$1.58M	0.13%	177
2021 Q3	–	Sell	-9,573	Closed	-$224K	–	409
2021 Q2	$224K	Sell	9,573 -16,308	-63%	-$381K	0.03%	356
2021 Q1	$604K	Sell	25,881 -4,770	-16%	-$111K	0.09%	187
2020 Q4	$715K	Sell	30,651 -236	-0.8%	-$5.46K	0.11%	150
2020 Q3	$706K	Sell	30,887 -2,384	-7%	-$54.5K	0.17%	112
2020 Q2	$741K	Buy	33,271 +9,302	+39%	+$206K	0.25%	88
2020 Q1	$519K	Buy	23,969 +13,844	+137%	+$327K	0.23%	96
2019 Q4	$247K	Sell	10,125 -1,000	-9%	-$24.3K	0.12%	171
2019 Q3	$271K	Hold	11,125	–	–	0.13%	163
2019 Q2	$2.73K	Hold	11,125	–	–	0.11%	161
2019 Q1	$272K	Hold	11,125	–	–	0.12%	152
2018 Q4	$258K	Buy	+11,125	New	+$268K	0.15%	128

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

Meridian Wealth Management's BSJM Position: Q3 2022 in Review

Meridian Wealth Management sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q3 2022, closing a stake of 70,382 shares — an estimated $1.55M sold.

Meridian Wealth Management first reported a position in BSJM in Q4 2018 and held it in 12 quarters. The position peaked at $1.55M in Q2 2022. 130 funds tracked by Wall St. Rank hold BSJM as of Q3 2022.

Meridian Wealth Management reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Meridian Wealth Management sold 70,382 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q3 2022, an estimated $1.55M.
Meridian Wealth Management first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q4 2018 and held it in 12 quarters.
Meridian Wealth Management's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $1.55M in Q2 2022.
130 funds tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q3 2022.

Based on Meridian Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.