AWS
BSJM

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

Atria Wealth Solutions’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
Q3 		– Sell
-57,047
Closed -$1.26M – 1879
2022
Q2 		$1.26M Buy
+57,047
New +$1.28M 0.02% 603

Other funds holding BSJM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

Atria Wealth Solutions's BSJM Position: Q3 2022 in Review

Atria Wealth Solutions sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q3 2022, closing a stake of 57,047 shares — an estimated $1.26M sold.

Atria Wealth Solutions first reported a position in BSJM in Q2 2022 and held it in 1 quarter. The position peaked at $1.26M in Q2 2022. 130 funds tracked by Wall St. Rank hold BSJM as of Q3 2022.

  • Atria Wealth Solutions reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Atria Wealth Solutions sold 57,047 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q3 2022, an estimated $1.26M.
  • Atria Wealth Solutions first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q2 2022 and held it in 1 quarter.
  • Atria Wealth Solutions's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $1.26M in Q2 2022.
  • 130 funds tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q3 2022.

Based on Atria Wealth Solutions's 13F filing for Q3 2022, filed 14 Nov 2022.