SEEDPG
BSJM

S.E.E.D. Planning Group’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

S.E.E.D. Planning 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
-199,344
Closed -$4.38M – 92
2022
Q3 		$4.38M Buy
199,344
+39,485
+25% +$876K 2.05% 24
2022
Q2 		$3.52M Sell
159,859
-25,962
-14% -$584K 1.6% 26
2022
Q1 		$4.26M Sell
185,821
-15,868
-8% -$365K 1.82% 22
2021
Q4 		$4.68M Sell
201,689
-3,760
-2% -$87.2K 2.03% 18
2021
Q3 		$4.78M Buy
205,449
+7,999
+4% +$186K 2.25% 16
2021
Q2 		$4.61M Buy
197,450
+26,573
+16% +$620K 2.27% 13
2021
Q1 		$3.99M Buy
170,877
+29,680
+21% +$691K 2.19% 16
2020
Q4 		$3.3M Buy
141,197
+18,546
+15% +$429K 1.98% 22
2020
Q3 		$2.8M Buy
122,651
+25,511
+26% +$583K 2.06% 23
2020
Q2 		$2.17M Buy
97,140
+21,602
+29% +$479K 1.69% 30
2020
Q1 		$1.64M Sell
75,538
-3,735
-5% -$88.1K 1.59% 31
2019
Q4 		$1.94M Buy
+79,273
New +$1.93M 1.68% 22

Other funds holding BSJM

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

S.E.E.D. Planning Group's BSJM Position: Q4 2022 in Review

S.E.E.D. Planning Group sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q4 2022, closing a stake of 199,344 shares — an estimated $4.38M sold.

S.E.E.D. Planning Group first reported a position in BSJM in Q4 2019 and held it in 12 quarters. The position peaked at $4.78M in Q3 2021. 1 fund tracked by Wall St. Rank holds BSJM as of Q4 2022.

  • S.E.E.D. Planning Group reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • S.E.E.D. Planning Group sold 199,344 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q4 2022, an estimated $4.38M.
  • S.E.E.D. Planning Group first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q4 2019 and held it in 12 quarters.
  • S.E.E.D. Planning Group's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $4.78M in Q3 2021.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q4 2022.

Based on S.E.E.D. Planning Group's 13F filing for Q4 2022, filed 19 Jan 2023.