WWM
BSJM

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

Western 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
-24,438
Closed -$535K – 821
2022
Q3 		$535K Sell
24,438
-2,195
-8% -$48.7K 0.03% 458
2022
Q2 		$587K Sell
26,633
-3,567
-12% -$80.3K 0.03% 430
2022
Q1 		$692K Buy
30,200
+15,115
+100% +$347K 0.03% 430
2021
Q4 		$350K Buy
+15,085
New +$350K 0.03% 422
2021
Q2 		$372K Buy
15,949
+20
+0.1% +$467 0.04% 428
2021
Q1 		$372K Sell
15,929
-2,177
-12% -$50.7K 0.05% 356
2020
Q4 		$423K Sell
18,106
-4,893
-21% -$113K 0.06% 287
2020
Q3 		$526K Sell
22,999
-2,167
-9% -$49.5K 0.09% 226
2020
Q2 		$561K Sell
25,166
-460
-2% -$10.2K 0.1% 204
2020
Q1 		$557K Buy
25,626
+41
+0.2% +$967 0.13% 173
2019
Q4 		$626K Buy
25,585
+249
+1% +$6.05K 0.09% 207
2019
Q3 		$617K Buy
25,336
+16
+0.1% +$391 0.13% 180
2019
Q2 		$622K Buy
25,320
+1,516
+6% +$37.1K 0.08% 193
2019
Q1 		$580K Buy
23,804
+764
+3% +$18.5K 0.13% 183
2018
Q4 		$535K Buy
+23,040
New +$554K 0.14% 167

Other funds holding BSJM

IA
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

Western Wealth Management's BSJM Position: Q4 2022 in Review

Western Wealth Management sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q4 2022, closing a stake of 24,438 shares — an estimated $535K sold.

Western Wealth Management first reported a position in BSJM in Q4 2018 and held it in 15 quarters. The position peaked at $692K in Q1 2022. 1 fund tracked by Wall St. Rank holds BSJM as of Q4 2022.

  • Western Wealth Management reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Western Wealth Management sold 24,438 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q4 2022, an estimated $535K.
  • Western Wealth Management first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q4 2018 and held it in 15 quarters.
  • Western Wealth Management's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $692K 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 Western Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.