Ameritas Investment Company’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

Ameritas Investment Company’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 Q3	$295K	Sell	12,715 -12,768	-50%	-$297K	0.01%	565
2021 Q2	$623K	Sell	25,483 -173	-0.7%	-$4.04K	0.03%	371
2021 Q1	$599K	Buy	25,656 +985	+4%	+$22.9K	0.05%	309
2020 Q4	$576K	Sell	24,671 -7,965	-24%	-$184K	0.11%	199
2020 Q3	$728K	Hold	32,636	–	–	0.23%	120
2020 Q2	$728K	Buy	32,636 +12,513	+62%	+$278K	0.21%	124
2020 Q1	$436K	Buy	20,123 +7,850	+64%	+$185K	0.07%	204
2019 Q4	$300K	Buy	12,273 +4,865	+66%	+$118K	0.06%	264
2019 Q3	$181K	Buy	+7,408	New	+$181K	0.04%	340
2019 Q1	–	Sell	-13,127	Closed	-$305K	–	1895
2018 Q4	$305K	Buy	+13,127	New	+$316K	0.07%	224

Other funds holding BSJM

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

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

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

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

CCC

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ameritas Investment Company's BSJM Position: Q3 2021 in Review

Ameritas Investment Company reduced its Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) stake by 50% in Q3 2021, selling an estimated $297K and leaving 12,715 shares worth $295K. The position accounts for 0.01% of the portfolio, ranked #565.

Ameritas Investment Company first reported a position in BSJM in Q4 2018 and has held it in 10 quarters since. The position peaked at $728K in Q3 2020. 138 funds tracked by Wall St. Rank hold BSJM as of Q3 2021.

Ameritas Investment Company held 12,715 shares of Invesco BulletShares 2022 High Yield Corporate Bond ETF worth $295K as of Q3 2021.
Ameritas Investment Company sold 12,768 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q3 2021, an estimated $297K.
Invesco BulletShares 2022 High Yield Corporate Bond ETF made up 0.01% of Ameritas Investment Company's portfolio in Q3 2021, its #565 holding.
Ameritas Investment Company first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q4 2018 and has held it in 10 quarters since.
Ameritas Investment Company's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $728K in Q3 2020.
138 funds tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.