SIA
BSJM

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

SkyView 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
2021
Q4 		– Sell
-22,967
Closed -$534K – 592
2021
Q3 		$534K Sell
22,967
-500
-2% -$11.6K 0.15% 162
2021
Q2 		$548K Hold
23,467
– – 0.26% 88
2021
Q1 		$548K Hold
23,467
– – 0.24% 92
2020
Q4 		$548K Buy
+23,467
New +$543K 0.26% 86

Other funds holding BSJM

AMG
Advisors Management Group La Crosse, Wisconsin $549M AUM 29.35% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CCC
Crescent Capital Consulting New Orleans, Louisiana $607M AUM 22.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SkyView Investment Advisors's BSJM Position: Q4 2021 in Review

SkyView Investment Advisors sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q4 2021, closing a stake of 22,967 shares — an estimated $534K sold.

SkyView Investment Advisors first reported a position in BSJM in Q4 2020 and held it in 4 quarters. The position peaked at $548K in Q2 2021. 156 funds tracked by Wall St. Rank hold BSJM as of Q4 2021.

  • SkyView Investment Advisors reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • SkyView Investment Advisors sold 22,967 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q4 2021, an estimated $534K.
  • SkyView Investment Advisors first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q4 2020 and held it in 4 quarters.
  • SkyView Investment Advisors's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $548K in Q2 2021.
  • 156 funds tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q4 2021.

Based on SkyView Investment Advisors's 13F filing for Q4 2021, filed 18 Feb 2022.