RS
BSJM

Retirement Solution’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

Retirement Solution’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
-118,820
Closed -$2.61M – 36
2022
Q3 		$2.61M Buy
118,820
+1,840
+2% +$40.8K 1.4% 8
2022
Q2 		$2.58M Sell
116,980
-17,497
-13% -$394K 1.4% 8
2022
Q1 		$3.08M Buy
134,477
+7,602
+6% +$175K 1.36% 7
2021
Q4 		$2.95M Buy
126,875
+13,909
+12% +$323K 1.26% 7
2021
Q3 		$2.63M Buy
112,966
+8,375
+8% +$195K 1.21% 11
2021
Q2 		$2.44M Buy
104,591
+3,030
+3% +$70.7K 1.17% 12
2021
Q1 		$2.37M Buy
101,561
+10,441
+11% +$243K 1.43% 11
2020
Q4 		$2.13M Buy
+91,120
New +$2.11M 1.4% 11

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

Retirement Solution's BSJM Position: Q4 2022 in Review

Retirement Solution sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q4 2022, closing a stake of 118,820 shares — an estimated $2.61M sold.

Retirement Solution first reported a position in BSJM in Q4 2020 and held it in 8 quarters. The position peaked at $3.08M in Q1 2022. 1 fund tracked by Wall St. Rank holds BSJM as of Q4 2022.

  • Retirement Solution reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Retirement Solution sold 118,820 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q4 2022, an estimated $2.61M.
  • Retirement Solution first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q4 2020 and held it in 8 quarters.
  • Retirement Solution's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $3.08M 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 Retirement Solution's 13F filing for Q4 2022, filed 20 Jan 2023.