BFA
BSJM

Beaumont Financial Advisors’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

Beaumont Financial Advisors’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
-18,369
Closed -$405K – 328
2022
Q2 		$405K Sell
18,369
-2,247
-11% -$50.6K 0.04% 201
2022
Q1 		$472K Sell
20,616
-370
-2% -$8.51K 0.04% 218
2021
Q4 		$488K Buy
20,986
+3,682
+21% +$85.4K 0.04% 217
2021
Q3 		$402K Sell
17,304
-823
-5% -$19.2K 0.03% 236
2021
Q2 		$423K Sell
18,127
-713
-4% -$16.6K 0.03% 241
2021
Q1 		$440K Sell
18,840
-951
-5% -$22.1K 0.04% 215
2020
Q4 		$462K Sell
19,791
-36,057
-65% -$835K 0.04% 201
2020
Q3 		$1.28M Sell
55,848
-5,664
-9% -$130K 0.12% 116
2020
Q2 		$1.37M Sell
61,512
-43,104
-41% -$956K 0.14% 112
2020
Q1 		$2.27M Buy
104,616
+22,104
+27% +$522K 0.29% 63
2019
Q4 		$2.02M Buy
82,512
+48,692
+144% +$1.18M 0.2% 89
2019
Q3 		$824K Buy
+33,820
New +$827K 0.08% 139

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

Beaumont Financial Advisors's BSJM Position: Q3 2022 in Review

Beaumont Financial Advisors sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q3 2022, closing a stake of 18,369 shares — an estimated $405K sold.

Beaumont Financial Advisors first reported a position in BSJM in Q3 2019 and held it in 12 quarters. The position peaked at $2.27M in Q1 2020. 130 funds tracked by Wall St. Rank hold BSJM as of Q3 2022.

  • Beaumont Financial Advisors reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Beaumont Financial Advisors sold 18,369 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q3 2022, an estimated $405K.
  • Beaumont Financial Advisors first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q3 2019 and held it in 12 quarters.
  • Beaumont Financial Advisors's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $2.27M in Q1 2020.
  • 130 funds tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q3 2022.

Based on Beaumont Financial Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.