Bradley & Co Private Wealth Management’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

Bradley & Co Private 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
2022 Q3	–	Sell	-4,218	Closed	-$93K	–	195
2022 Q2	$93K	Hold	4,218	–	–	0.1%	64
2022 Q1	$97K	Hold	4,218	–	–	0.08%	65
2021 Q4	$98K	Hold	4,218	–	–	0.08%	70
2021 Q3	$98K	Hold	4,218	–	–	0.08%	71
2021 Q2	$98K	Hold	4,218	–	–	0.09%	74
2021 Q1	$98K	Buy	+4,218	New	+$98.2K	0.09%	74

Other funds holding BSJM

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) 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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Bradley & Co Private Wealth Management's BSJM Position: Q3 2022 in Review

Bradley & Co Private Wealth Management sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q3 2022, closing a stake of 4,218 shares — an estimated $93K sold.

Bradley & Co Private Wealth Management first reported a position in BSJM in Q1 2021 and held it in 6 quarters. The position peaked at $98K in Q4 2021. 130 funds tracked by Wall St. Rank hold BSJM as of Q3 2022.

Bradley & Co Private Wealth Management reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Bradley & Co Private Wealth Management sold 4,218 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q3 2022, an estimated $93K.
Bradley & Co Private Wealth Management first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q1 2021 and held it in 6 quarters.
Bradley & Co Private Wealth Management's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $98K in Q4 2021.
130 funds tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q3 2022.

Based on Bradley & Co Private Wealth Management's 13F filing for Q3 2022, filed 21 Oct 2022.