Carroll Financial Associates’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

Carroll Financial Associates’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 Q4	$11K	Hold	490	–	–	﹤0.01%	1149
2021 Q3	$11K	Hold	490	–	–	﹤0.01%	1199
2021 Q2	$11K	Hold	490	–	–	﹤0.01%	1277
2021 Q1	$11K	Hold	490	–	–	﹤0.01%	1197
2020 Q4	$11K	Hold	490	–	–	﹤0.01%	1094
2020 Q3	$11K	Hold	490	–	–	﹤0.01%	1017
2020 Q2	$10K	Hold	490	–	–	﹤0.01%	1042
2020 Q1	$10K	Buy	+490	New	+$11.6K	﹤0.01%	955

Other funds holding BSJM

AMG

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

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

CCC

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

IAS

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

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

Carroll Financial Associates's BSJM Position: Q4 2021 in Review

Carroll Financial Associates held its Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) position steady in Q4 2021 at 490 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1149.

Carroll Financial Associates first reported a position in BSJM in Q1 2020 and has held it in 8 quarters since. 156 funds tracked by Wall St. Rank hold BSJM as of Q4 2021.

Carroll Financial Associates held 490 shares of Invesco BulletShares 2022 High Yield Corporate Bond ETF worth $11K as of Q4 2021.
Carroll Financial Associates left its Invesco BulletShares 2022 High Yield Corporate Bond ETF share count unchanged in Q4 2021.
Invesco BulletShares 2022 High Yield Corporate Bond ETF made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1149 holding.
Carroll Financial Associates first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q1 2020 and has held it in 8 quarters since.
156 funds tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.