AWM
BSJM

Avior Wealth Management’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

Avior Wealth 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
Q1 		– Sell
-4,714
Closed -$110K – 1179
2020
Q4 		$110K Buy
4,714
+47
+1% +$1.09K 0.01% 432
2020
Q3 		$106K Buy
4,667
+877
+23% +$20.1K 0.02% 442
2020
Q2 		$84K Buy
+3,790
New +$84.1K 0.01% 451

Other funds holding BSJM

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Avior Wealth Management's BSJM Position: Q1 2021 in Review

Avior Wealth Management sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q1 2021, closing a stake of 4,714 shares — an estimated $110K sold.

Avior Wealth Management first reported a position in BSJM in Q2 2020 and held it in 3 quarters. The position peaked at $110K in Q4 2020. 145 funds tracked by Wall St. Rank hold BSJM as of Q1 2021.

  • Avior Wealth Management reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Avior Wealth Management sold 4,714 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q1 2021, an estimated $110K.
  • Avior Wealth Management first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q2 2020 and held it in 3 quarters.
  • Avior Wealth Management's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $110K in Q4 2020.
  • 145 funds tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q1 2021.

Based on Avior Wealth Management's 13F filing for Q1 2021, filed 11 May 2021.