SWM
BSJM

Spire Wealth Management’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

Spire Wealth Management’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
-1,435
Closed -$32K – 2433
2022
Q3 		$32K Sell
1,435
-3,203
-69% -$71.1K ﹤0.01% 1125
2022
Q2 		$102K Sell
4,638
-37,648
-89% -$847K ﹤0.01% 1027
2022
Q1 		$969K Sell
42,286
-124
-0.3% -$2.85K 0.03% 396
2021
Q4 		$985K Sell
42,410
-12,564
-23% -$291K 0.02% 475
2021
Q3 		$1.28M Sell
54,974
-15,792
-22% -$368K 0.03% 356
2021
Q2 		$1.65M Sell
70,766
-34,823
-33% -$812K 0.04% 323
2021
Q1 		$2.47M Buy
+105,589
New +$2.46M 0.07% 243

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

Spire Wealth Management's BSJM Position: Q4 2022 in Review

Spire Wealth Management sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q4 2022, closing a stake of 1,435 shares — an estimated $32K sold.

Spire Wealth Management first reported a position in BSJM in Q1 2021 and held it in 7 quarters. The position peaked at $2.47M in Q1 2021. 1 fund tracked by Wall St. Rank holds BSJM as of Q4 2022.

  • Spire Wealth Management reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Spire Wealth Management sold 1,435 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q4 2022, an estimated $32K.
  • Spire Wealth Management first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q1 2021 and held it in 7 quarters.
  • Spire Wealth Management's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $2.47M in Q1 2021.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q4 2022.

Based on Spire Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.