Benjamin F. Edwards & Company’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

Benjamin F. Edwards & Company’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 Q2	–	Sell	-746	Closed	-$17K	–	1798
2021 Q1	$17K	Sell	746 -396	-35%	-$9.22K	﹤0.01%	1252
2020 Q4	$27K	Hold	1,142	–	–	﹤0.01%	1105
2020 Q3	$26K	Hold	1,142	–	–	﹤0.01%	1061
2020 Q2	$25K	Sell	1,142 -125	-10%	-$2.77K	﹤0.01%	1066
2020 Q1	$27K	Hold	1,267	–	–	﹤0.01%	998
2019 Q4	$31K	Buy	1,267 +1,047	+476%	+$25.4K	﹤0.01%	1098
2019 Q3	$5K	Hold	220	–	–	﹤0.01%	1597
2019 Q2	$5K	Buy	+220	New	+$5.39K	﹤0.01%	1643

Other funds holding BSJM

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 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

CCC

Crescent Capital Consulting New Orleans, Louisiana $607M AUM 22.88% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 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

IAS

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

Benjamin F. Edwards & Company's BSJM Position: Q2 2021 in Review

Benjamin F. Edwards & Company sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q2 2021, closing a stake of 746 shares — an estimated $17K sold.

Benjamin F. Edwards & Company first reported a position in BSJM in Q2 2019 and held it in 8 quarters. The position peaked at $31K in Q4 2019. 143 funds tracked by Wall St. Rank hold BSJM as of Q2 2021.

Benjamin F. Edwards & Company reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
Benjamin F. Edwards & Company sold 746 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q2 2021, an estimated $17K.
Benjamin F. Edwards & Company first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q2 2019 and held it in 8 quarters.
Benjamin F. Edwards & Company's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $31K in Q4 2019.
143 funds tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q2 2021.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2021, filed 11 Aug 2021.