TC
BSJM

Tatro Capital’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

Tatro Capital’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
Q1 		$6.45M Buy
281,679
+8,353
+3% +$192K 4.83% 6
2021
Q4 		$6.35M Buy
273,326
+12,351
+5% +$287K 4.56% 6
2021
Q3 		$6.07M Buy
260,975
+6,842
+3% +$159K 4.74% 5
2021
Q2 		$5.93M Buy
254,133
+25,058
+11% +$585K 4.05% 6
2021
Q1 		$5.35M Buy
229,075
+18,281
+9% +$426K 4.14% 6
2020
Q4 		$4.92M Buy
210,794
+14,222
+7% +$329K 4.59% 10
2020
Q3 		$4.49M Buy
+196,572
New +$4.49M 5.14% 7
2020
Q2 		– Sell
-583
Closed -$13K – 77
2020
Q1 		$13K Buy
+583
New +$13.8K 0.02% 48

Other funds holding BSJM

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Carson Wealth (CWM LLC)
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Envestnet Asset Management
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Morgan Stanley
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IWC
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UCFA
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Wells Fargo
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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return