Wealthspire Advisors (New York)’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

Wealthspire Advisors (New York)’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	-91,389	Closed	-$2.01M	–	607
2022 Q3	$2.01M	Sell	91,389 -2,555	-3%	-$56.7K	0.04%	142
2022 Q2	$2.07M	Buy	93,944 +87	+0.1%	+$1.96K	0.04%	145
2022 Q1	$2.15M	Hold	93,857	–	–	0.05%	118
2021 Q4	$2.18M	Hold	93,857	–	–	0.05%	142
2021 Q3	$2.18M	Buy	+93,857	New	+$2.19M	0.05%	157
2021 Q2	–	Sell	-83,558	Closed	-$1.95M	–	699
2021 Q1	$1.95M	Buy	+83,558	New	+$1.95M	0.05%	177

Other funds holding BSJM

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

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Wealthspire Advisors (New York)'s BSJM Position: Q4 2022 in Review

Wealthspire Advisors (New York) sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q4 2022, closing a stake of 91,389 shares — an estimated $2.01M sold.

Wealthspire Advisors (New York) first reported a position in BSJM in Q1 2021 and held it in 6 quarters. The position peaked at $2.18M in Q3 2021. 1 fund tracked by Wall St. Rank holds BSJM as of Q4 2022.

Wealthspire Advisors (New York) reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Wealthspire Advisors (New York) sold 91,389 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q4 2022, an estimated $2.01M.
Wealthspire Advisors (New York) first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q1 2021 and held it in 6 quarters.
Wealthspire Advisors (New York)'s Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $2.18M in Q3 2021.
1 fund tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q4 2022.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2022, filed 14 Feb 2023.