SPIA
BSJM

Steward Partners Investment Advisory’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

Steward Partners Investment Advisory’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
-37,847
Closed -$831K – 3495
2022
Q3 		$831K Sell
37,847
-7,842
-17% -$174K 0.02% 678
2022
Q2 		$1.01M Sell
45,689
-7,055
-13% -$159K 0.02% 632
2022
Q1 		$1.21M Sell
52,744
-11,993
-19% -$276K 0.02% 634
2021
Q4 		$1.5M Sell
64,737
-23,291
-26% -$540K 0.02% 578
2021
Q3 		$2.05M Sell
88,028
-24,422
-22% -$569K 0.04% 454
2021
Q2 		$2.63M Buy
112,450
+34,983
+45% +$816K 0.04% 384
2021
Q1 		$1.81M Buy
77,467
+74,731
+2,731% +$1.74M 0.03% 462
2020
Q4 		$64K Sell
2,736
-6,400
-70% -$148K ﹤0.01% 1550
2020
Q3 		$209K Hold
9,136
– – 0.01% 921
2020
Q2 		$204K Buy
+9,136
New +$203K 0.01% 877

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

Steward Partners Investment Advisory's BSJM Position: Q4 2022 in Review

Steward Partners Investment Advisory sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q4 2022, closing a stake of 37,847 shares — an estimated $831K sold.

Steward Partners Investment Advisory first reported a position in BSJM in Q2 2020 and held it in 10 quarters. The position peaked at $2.63M in Q2 2021. 1 fund tracked by Wall St. Rank holds BSJM as of Q4 2022.

  • Steward Partners Investment Advisory reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 37,847 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q4 2022, an estimated $831K.
  • Steward Partners Investment Advisory first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q2 2020 and held it in 10 quarters.
  • Steward Partners Investment Advisory's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $2.63M in Q2 2021.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q4 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2022, filed 15 Feb 2023.