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

Straight Path 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	-141,814	Closed	-$3.12M	–	82
2022 Q3	$3.12M	Buy	141,814 +784	+0.6%	+$17.4K	2.8%	11
2022 Q2	$3.11M	Buy	141,030 +1,129	+0.8%	+$25.4K	3.05%	10
2022 Q1	$3.21M	Buy	139,901 +14,465	+12%	+$333K	2.71%	8
2021 Q4	$2.91M	Buy	+125,436	New	+$2.91M	2.54%	8

Other funds holding BSJM

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Straight Path Wealth Management's BSJM Position: Q4 2022 in Review

Straight Path Wealth Management sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q4 2022, closing a stake of 141,814 shares — an estimated $3.12M sold.

Straight Path Wealth Management first reported a position in BSJM in Q4 2021 and held it in 4 quarters. The position peaked at $3.21M in Q1 2022. 1 fund tracked by Wall St. Rank holds BSJM as of Q4 2022.

Straight Path Wealth Management reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Straight Path Wealth Management sold 141,814 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q4 2022, an estimated $3.12M.
Straight Path Wealth Management first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q4 2021 and held it in 4 quarters.
Straight Path Wealth Management's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $3.21M 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 Straight Path Wealth Management's 13F filing for Q4 2022, filed 20 Jan 2023.