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BSJM

NewEdge Advisors’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

NewEdge Advisors’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
-22,562
Closed -$496K – 4272
2022
Q3 		$496K Sell
22,562
-1,525
-6% -$33.8K 0.01% 968
2022
Q2 		$531K Sell
24,087
-8,960
-27% -$202K 0.01% 955
2022
Q1 		$757K Sell
33,047
-482
-1% -$11.1K 0.01% 732
2021
Q4 		$779K Buy
33,529
+2,526
+8% +$58.6K 0.01% 859
2021
Q3 		$721K Sell
31,003
-51,831
-63% -$1.21M 0.02% 641
2021
Q2 		$1.93M Buy
82,834
+62,871
+315% +$1.47M 0.05% 320
2021
Q1 		$466K Sell
19,963
-746
-4% -$17.4K 0.01% 677
2020
Q4 		$483K Sell
20,709
-930
-4% -$21.5K 0.02% 633
2020
Q3 		$495K Buy
21,639
+678
+3% +$15.5K 0.02% 578
2020
Q2 		$467K Buy
20,961
+1,741
+9% +$38.6K 0.02% 555
2020
Q1 		$416K Buy
19,220
+5,039
+36% +$119K 0.02% 507
2019
Q4 		$346K Buy
14,181
+3,007
+27% +$73.1K 0.01% 624
2019
Q3 		$272K Buy
+11,174
New +$273K 0.01% 662
2017
Q3 		– Sell
-3,652
Closed -$92K – 1209
2017
Q2 		$92K Buy
+3,652
New +$92.5K 0.02% 430

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

NewEdge Advisors's BSJM Position: Q4 2022 in Review

NewEdge Advisors sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q4 2022, closing a stake of 22,562 shares — an estimated $496K sold.

NewEdge Advisors first reported a position in BSJM in Q2 2017 and held it in 14 quarters. The position peaked at $1.93M in Q2 2021. 1 fund tracked by Wall St. Rank holds BSJM as of Q4 2022.

  • NewEdge Advisors reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • NewEdge Advisors sold 22,562 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q4 2022, an estimated $496K.
  • NewEdge Advisors first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q2 2017 and held it in 14 quarters.
  • NewEdge Advisors's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $1.93M 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 NewEdge Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.