BC
BSJM

Burney Company’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

Burney 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
2020
Q3 		– Sell
-29,130
Closed -$650K – 527
2020
Q2 		$650K Hold
29,130
– – 0.04% 312
2020
Q1 		$631K Buy
+29,130
New +$687K 0.05% 283

Other funds holding BSJM

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

Burney Company's BSJM Position: Q3 2020 in Review

Burney Company sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q3 2020, closing a stake of 29,130 shares — an estimated $650K sold.

Burney Company first reported a position in BSJM in Q1 2020 and held it in 2 quarters. The position peaked at $650K in Q2 2020. 121 funds tracked by Wall St. Rank hold BSJM as of Q3 2020.

  • Burney Company reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Burney Company sold 29,130 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q3 2020, an estimated $650K.
  • Burney Company first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q1 2020 and held it in 2 quarters.
  • Burney Company's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $650K in Q2 2020.
  • 121 funds tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q3 2020.

Based on Burney Company's 13F filing for Q3 2020, filed 14 Dec 2020.