Baird Financial Group’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

Baird Financial Group’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 Q4	–	Sell	-57,285	Closed	-$1.31M	–	1609
2020 Q3	$1.31M	Sell	57,285 -9,897	-15%	-$226K	﹤0.01%	868
2020 Q2	$1.5M	Sell	67,182 -2,039	-3%	-$45.2K	0.01%	809
2020 Q1	$1.5M	Sell	69,221 -7,089	-9%	-$167K	0.01%	772
2019 Q4	$1.87M	Sell	76,310 -95	-0.1%	-$2.31K	0.01%	794
2019 Q3	$1.86M	Buy	76,405 +57,162	+297%	+$1.4M	0.01%	789
2019 Q2	$472K	Sell	19,243 -224	-1%	-$5.49K	﹤0.01%	1210
2019 Q1	$476K	Buy	+19,467	New	+$471K	﹤0.01%	1044

Other funds holding BSJM

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

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AMG

Advisors Management Group La Crosse, Wisconsin $549M AUM 29.35% 1-Year Est. Return

IWC

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Baird Financial Group's BSJM Position: Q4 2020 in Review

Baird Financial Group sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q4 2020, closing a stake of 57,285 shares — an estimated $1.31M sold.

Baird Financial Group first reported a position in BSJM in Q1 2019 and held it in 7 quarters. The position peaked at $1.87M in Q4 2019. 133 funds tracked by Wall St. Rank hold BSJM as of Q4 2020.

Baird Financial Group reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
Baird Financial Group sold 57,285 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q4 2020, an estimated $1.31M.
Baird Financial Group first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q1 2019 and held it in 7 quarters.
Baird Financial Group's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $1.87M in Q4 2019.
133 funds tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q4 2020.

Based on Baird Financial Group's 13F filing for Q4 2020, filed 11 Feb 2021.