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BSJM

Atria Investments’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

Atria Investments’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
2020
Q1 		– Sell
-27,291
Closed -$667K – 1249
2019
Q4 		$667K Buy
+27,291
New +$663K 0.02% 685

Other funds holding BSJM

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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
AMG
Advisors Management Group La Crosse, Wisconsin $549M AUM 29.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Atria Investments's BSJM Position: Q1 2020 in Review

Atria Investments sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q1 2020, closing a stake of 27,291 shares — an estimated $667K sold.

Atria Investments first reported a position in BSJM in Q4 2019 and held it in 1 quarter. The position peaked at $667K in Q4 2019. 132 funds tracked by Wall St. Rank hold BSJM as of Q1 2020.

  • Atria Investments reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Atria Investments sold 27,291 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q1 2020, an estimated $667K.
  • Atria Investments first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q4 2019 and held it in 1 quarter.
  • Atria Investments's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $667K in Q4 2019.
  • 132 funds tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q1 2020.

Based on Atria Investments's 13F filing for Q1 2020, filed 15 May 2020.