Sutton Wealth Advisors’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,226
| Closed | -$26.9K | – | 1725 |
|
|
2022
Q3 | $26.9K | Hold |
1,226
| – | – | 0.01% | 562 |
|
|
2022
Q2 | $27K | Hold |
1,226
| – | – | 0.01% | 567 |
|
|
2022
Q1 | $28.1K | Hold |
1,226
| – | – | 0.01% | 601 |
|
|
2021
Q4 | $28.5K | Hold |
1,226
| – | – | 0.01% | 601 |
|
|
2021
Q3 | $28.5K | Hold |
1,226
| – | – | 0.01% | 582 |
|
|
2021
Q2 | $28.6K | Hold |
1,226
| – | – | 0.01% | 588 |
|
|
2021
Q1 | $28.6K | Hold |
1,226
| – | – | 0.01% | 567 |
|
|
2020
Q4 | $28.6K | Hold |
1,226
| – | – | 0.01% | 510 |
|
|
2020
Q3 | $28K | Hold |
1,226
| – | – | 0.01% | 452 |
|
|
2020
Q2 | $27.3K | Hold |
1,226
| – | – | 0.01% | 448 |
|
|
2020
Q1 | $26.6K | Hold |
1,226
| – | – | 0.02% | 398 |
|
|
2019
Q4 | $30K | Hold |
1,226
| – | – | 0.02% | 454 |
|
|
2019
Q3 | $29.9K | Hold |
1,226
| – | – | 0.02% | 448 |
|
|
2019
Q2 | $30.1K | Sell |
1,226
-81
| -6% | -$1.98K | 0.02% | 456 |
|
|
2019
Q1 | $32K | Buy |
+1,307
| New | +$31.6K | 0.02% | 421 |
|
|
2018
Q1 | – | Sell |
-413
| Closed | -$10.3K | – | 1159 |
|
|
2017
Q4 | $10.3K | Hold |
413
| – | – | 0.01% | 766 |
|
|
2017
Q3 | $10.5K | Hold |
413
| – | – | 0.01% | 753 |
|
|
2017
Q2 | $10.5K | Hold |
413
| – | – | 0.01% | 739 |
|
|
2017
Q1 | $10.5K | Hold |
413
| – | – | 0.01% | 702 |
|
|
2016
Q4 | $10.3K | Hold |
413
| – | – | 0.01% | 686 |
|
|
2016
Q3 | $10.3K | Sell |
413
-204
| -33% | -$5.03K | 0.01% | 657 |
|
|
2016
Q2 | $14.9K | Hold |
617
| – | – | 0.01% | 523 |
|
|
2016
Q1 | $14.5K | Buy |
+617
| New | +$14K | 0.01% | 520 |
|
Other funds holding BSJM
Sutton Wealth Advisors's BSJM Position: Q4 2022 in Review
Sutton Wealth Advisors sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q4 2022, closing a stake of 1,226 shares — an estimated $26.9K sold.
Sutton Wealth Advisors first reported a position in BSJM in Q1 2016 and held it in 23 quarters. The position peaked at $32K in Q1 2019. 1 fund tracked by Wall St. Rank holds BSJM as of Q4 2022.
- Sutton Wealth Advisors reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
- Sutton Wealth Advisors sold 1,226 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q4 2022, an estimated $26.9K.
- Sutton Wealth Advisors first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q1 2016 and held it in 23 quarters.
- Sutton Wealth Advisors's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $32K in Q1 2019.
- 1 fund tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q4 2022.
Based on Sutton Wealth Advisors's 13F filing for Q4 2022, filed 7 Nov 2023.