BOPW
BSJM

Brandywine Oak Private Wealth’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

Brandywine Oak Private Wealth’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
2019
Q1 		– Sell
-4,172
Closed -$96K – 681
2018
Q4 		$96K Buy
+4,172
New +$100K 0.02% 286

Other funds holding BSJM

Carson Wealth (CWM LLC)
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UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AMG
Advisors Management Group La Crosse, Wisconsin $549M AUM 29.35% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Brandywine Oak Private Wealth's BSJM Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q1 2019, closing a stake of 4,172 shares — an estimated $96K sold.

Brandywine Oak Private Wealth first reported a position in BSJM in Q4 2018 and held it in 1 quarter. The position peaked at $96K in Q4 2018. 94 funds tracked by Wall St. Rank hold BSJM as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 4,172 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q1 2019, an estimated $96K.
  • Brandywine Oak Private Wealth first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $96K in Q4 2018.
  • 94 funds tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.