AWM
BSJM

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

Affinity 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
2017
Q1 		– Sell
-8,518
Closed -$213K – 80
2016
Q4 		$213K Buy
+8,518
New +$211K 0.12% 60

Other funds holding BSJM

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
LFPWM
Leicht Financial Planning & Wealth Management Parsippany, New Jersey $220M AUM 13.91% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Affinity Wealth Management's BSJM Position: Q1 2017 in Review

Affinity Wealth Management sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q1 2017, closing a stake of 8,518 shares — an estimated $213K sold.

Affinity Wealth Management first reported a position in BSJM in Q4 2016 and held it in 1 quarter. The position peaked at $213K in Q4 2016. 32 funds tracked by Wall St. Rank hold BSJM as of Q1 2017.

  • Affinity Wealth Management reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q1 2017 after selling out during the quarter.
  • Affinity Wealth Management sold 8,518 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q1 2017, an estimated $213K.
  • Affinity Wealth Management first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q4 2016 and held it in 1 quarter.
  • Affinity Wealth Management's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $213K in Q4 2016.
  • 32 funds tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q1 2017.

Based on Affinity Wealth Management's 13F filing for Q1 2017, filed 18 Apr 2017.