American Institute for Advanced Investment Management’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

American Institute for Advanced Investment 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
2021 Q4	–	Sell	-33,266	Closed	-$773K	–	132
2021 Q3	$773K	Sell	33,266 -3,650	-10%	-$85K	0.55%	51
2021 Q2	$862K	Sell	36,916 -2,089	-5%	-$48.7K	0.61%	51
2021 Q1	$911K	Buy	39,005 +18	+0%	+$419	0.7%	49
2020 Q4	$910K	Sell	38,987 -81	-0.2%	-$1.88K	0.73%	45
2020 Q3	$893K	Sell	39,068 -232	-0.6%	-$5.3K	0.8%	41
2020 Q2	$876K	Buy	39,300 +21	+0.1%	+$466	0.83%	40
2020 Q1	$851K	Buy	39,279 +4,964	+14%	+$117K	0.92%	36
2019 Q4	$839K	Buy	+34,315	New	+$834K	0.81%	41

Other funds holding BSJM

AMG

Advisors Management Group La Crosse, Wisconsin $604M AUM 64.38% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

CCC

Crescent Capital Consulting New Orleans, Louisiana $607M AUM 22.88% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

American Institute for Advanced Investment Management's BSJM Position: Q4 2021 in Review

American Institute for Advanced Investment Management sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q4 2021, closing a stake of 33,266 shares — an estimated $773K sold.

American Institute for Advanced Investment Management first reported a position in BSJM in Q4 2019 and held it in 8 quarters. The position peaked at $911K in Q1 2021. 156 funds tracked by Wall St. Rank hold BSJM as of Q4 2021.

American Institute for Advanced Investment Management reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
American Institute for Advanced Investment Management sold 33,266 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q4 2021, an estimated $773K.
American Institute for Advanced Investment Management first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q4 2019 and held it in 8 quarters.
American Institute for Advanced Investment Management's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $911K in Q1 2021.
156 funds tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q4 2021.

Based on American Institute for Advanced Investment Management's 13F filing for Q4 2021, filed 10 Feb 2022.