PIA
BSJM

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

Perennial Investment 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
-13,075
Closed -$287K – 231
2022
Q3 		$287K Hold
13,075
– – 0.13% 137
2022
Q2 		$288K Hold
13,075
– – 0.11% 145
2022
Q1 		$300K Sell
13,075
-228
-2% -$5.24K 0.09% 166
2021
Q4 		$308K Sell
13,303
-1,904
-13% -$44.2K 0.1% 167
2021
Q3 		$352K Hold
15,207
– – 0.12% 152
2021
Q2 		$355K Sell
15,207
-1,976
-11% -$46.1K 0.13% 141
2021
Q1 		$401K Hold
17,183
– – 0.16% 117
2020
Q4 		$401K Hold
17,183
– – 0.17% 105
2020
Q3 		$394K Hold
17,183
– – 0.2% 95
2020
Q2 		$383K Sell
17,183
-89
-0.5% -$1.97K 0.26% 75
2020
Q1 		$374K Sell
17,272
-3,124
-15% -$73.7K 0.33% 65
2019
Q4 		$499K Buy
+20,396
New +$496K 0.39% 60

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

Perennial Investment Advisors's BSJM Position: Q4 2022 in Review

Perennial Investment Advisors sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q4 2022, closing a stake of 13,075 shares — an estimated $287K sold.

Perennial Investment Advisors first reported a position in BSJM in Q4 2019 and held it in 12 quarters. The position peaked at $499K in Q4 2019. 1 fund tracked by Wall St. Rank holds BSJM as of Q4 2022.

  • Perennial Investment Advisors reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Perennial Investment Advisors sold 13,075 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q4 2022, an estimated $287K.
  • Perennial Investment Advisors first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q4 2019 and held it in 12 quarters.
  • Perennial Investment Advisors's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $499K in Q4 2019.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q4 2022.

Based on Perennial Investment Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.