AWE
BSJM

Avidian Wealth Enterprises’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

Avidian Wealth Enterprises’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
-13,470
Closed -$297K – 477
2022
Q2 		$297K Sell
13,470
-3,556
-21% -$80K 0.02% 354
2022
Q1 		$390K Sell
17,026
-354
-2% -$8.14K 0.02% 349
2021
Q4 		$404K Buy
+17,380
New +$403K 0.03% 341

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

Avidian Wealth Enterprises's BSJM Position: Q3 2022 in Review

Avidian Wealth Enterprises sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q3 2022, closing a stake of 13,470 shares — an estimated $297K sold.

Avidian Wealth Enterprises first reported a position in BSJM in Q4 2021 and held it in 3 quarters. The position peaked at $404K in Q4 2021. 130 funds tracked by Wall St. Rank hold BSJM as of Q3 2022.

  • Avidian Wealth Enterprises reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 13,470 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q3 2022, an estimated $297K.
  • Avidian Wealth Enterprises first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q4 2021 and held it in 3 quarters.
  • Avidian Wealth Enterprises's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $404K in Q4 2021.
  • 130 funds tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q3 2022.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2022, filed 3 Nov 2022.