SPWM
BSJM

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

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