Stifel Financial
BSJM

Stifel Financial’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

Stifel Financial’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
-398,619
Closed -$8.76M – 3421
2022
Q3 		$8.76M Sell
398,619
-269,382
-40% -$5.98M 0.01% 685
2022
Q2 		$14.7M Sell
668,001
-29,688
-4% -$668K 0.02% 532
2022
Q1 		$16M Buy
697,689
+21,238
+3% +$488K 0.02% 565
2021
Q4 		$15.7M Buy
676,451
+14,578
+2% +$338K 0.02% 573
2021
Q3 		$15.4M Buy
661,873
+287,183
+77% +$6.69M 0.02% 561
2021
Q2 		$8.75M Buy
374,690
+12,743
+4% +$297K 0.01% 757
2021
Q1 		$8.45M Buy
361,947
+29,603
+9% +$689K 0.01% 723
2020
Q4 		$7.76M Buy
332,344
+264,278
+388% +$6.12M 0.01% 680
2020
Q3 		$1.56M Buy
68,066
+8,064
+13% +$184K ﹤0.01% 1355
2020
Q2 		$1.34M Buy
60,002
+27,767
+86% +$616K ﹤0.01% 1375
2020
Q1 		$695K Buy
32,235
+2,336
+8% +$55.1K ﹤0.01% 1649
2019
Q4 		$734K Buy
29,899
+5,314
+22% +$129K ﹤0.01% 2030
2019
Q3 		$598K Buy
24,585
+4,218
+21% +$103K ﹤0.01% 2068
2019
Q2 		$500K Buy
20,367
+2,293
+13% +$56.2K ﹤0.01% 2211
2019
Q1 		$443K Buy
18,074
+9,025
+100% +$218K ﹤0.01% 2131
2018
Q4 		$212K Buy
+9,049
New +$218K ﹤0.01% 2437

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

Stifel Financial's BSJM Position: Q4 2022 in Review

Stifel Financial sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q4 2022, closing a stake of 398,619 shares — an estimated $8.76M sold.

Stifel Financial first reported a position in BSJM in Q4 2018 and held it in 16 quarters. The position peaked at $16M in Q1 2022. 1 fund tracked by Wall St. Rank holds BSJM as of Q4 2022.

  • Stifel Financial reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Stifel Financial sold 398,619 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q4 2022, an estimated $8.76M.
  • Stifel Financial first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q4 2018 and held it in 16 quarters.
  • Stifel Financial's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $16M 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 Stifel Financial's 13F filing for Q4 2022, filed 13 Feb 2023.