Worth Asset Management’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

Worth Asset 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	-5,017	Closed	-$110K	–	525
2022 Q3	$110K	Hold	5,017	–	–	0.08%	91
2022 Q2	$111K	Sell	5,017 -600	-11%	-$13.5K	0.08%	111
2022 Q1	$126K	Buy	+5,617	New	+$129K	0.08%	108

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

Worth Asset Management's BSJM Position: Q4 2022 in Review

Worth Asset Management sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q4 2022, closing a stake of 5,017 shares — an estimated $110K sold.

Worth Asset Management first reported a position in BSJM in Q1 2022 and held it in 3 quarters. The position peaked at $126K in Q1 2022. 1 fund tracked by Wall St. Rank holds BSJM as of Q4 2022.

Worth Asset Management reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
Worth Asset Management sold 5,017 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q4 2022, an estimated $110K.
Worth Asset Management first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q1 2022 and held it in 3 quarters.
Worth Asset Management's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $126K 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 Worth Asset Management's 13F filing for Q4 2022, filed 13 Jan 2023.