Patton Albertson Miller Group’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

Patton Albertson Miller 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 Q4	–	Sell	-50,873	Closed	-$1.12M	–	225
2022 Q3	$1.12M	Sell	50,873 -2,385	-4%	-$52.9K	0.24%	107
2022 Q2	$1.17M	Sell	53,258 -1,682	-3%	-$37.9K	0.24%	111
2022 Q1	$1.26M	Buy	54,940 +16,477	+43%	+$379K	0.22%	118
2021 Q4	$893K	Buy	38,463 +1,528	+4%	+$35.5K	0.14%	142
2021 Q3	$858K	Buy	+36,935	New	+$860K	0.16%	141

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

Patton Albertson Miller Group's BSJM Position: Q4 2022 in Review

Patton Albertson Miller Group sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q4 2022, closing a stake of 50,873 shares — an estimated $1.12M sold.

Patton Albertson Miller Group first reported a position in BSJM in Q3 2021 and held it in 5 quarters. The position peaked at $1.26M in Q1 2022. 1 fund tracked by Wall St. Rank holds BSJM as of Q4 2022.

Patton Albertson Miller Group reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Patton Albertson Miller Group sold 50,873 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q4 2022, an estimated $1.12M.
Patton Albertson Miller Group first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q3 2021 and held it in 5 quarters.
Patton Albertson Miller Group's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $1.26M in Q1 2022.
1 fund tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q4 2022.

Based on Patton Albertson Miller Group's 13F filing for Q4 2022, filed 23 Jan 2023.