Benjamin Edwards Inc’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

Benjamin Edwards Inc’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 Q2	–	Sell	-14,789	Closed	-$320K	–	398
2020 Q1	$320K	Buy	14,789 +14,229	+2,541%	+$336K	0.33%	105
2019 Q4	$14K	Buy	560 +5	+0.9%	+$122	0.03%	205
2019 Q3	$14K	Sell	555 -4	-0.7%	-$98	0.03%	201
2019 Q2	$14K	Buy	559 +45	+9%	+$1.1K	0.03%	195
2019 Q1	$13K	Buy	+514	New	+$12.4K	0.06%	190

Other funds holding BSJM

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

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

AMG

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Benjamin Edwards Inc's BSJM Position: Q2 2020 in Review

Benjamin Edwards Inc sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q2 2020, closing a stake of 14,789 shares — an estimated $320K sold.

Benjamin Edwards Inc first reported a position in BSJM in Q1 2019 and held it in 5 quarters. The position peaked at $320K in Q1 2020. 129 funds tracked by Wall St. Rank hold BSJM as of Q2 2020.

Benjamin Edwards Inc reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
Benjamin Edwards Inc sold 14,789 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q2 2020, an estimated $320K.
Benjamin Edwards Inc first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q1 2019 and held it in 5 quarters.
Benjamin Edwards Inc's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $320K in Q1 2020.
129 funds tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q2 2020.

Based on Benjamin Edwards Inc's 13F filing for Q2 2020, filed 14 Aug 2020.