Carson Wealth (CWM LLC)
BSJK

Carson Wealth (CWM LLC)’s Invesco BulletShares 2020 High Yield Corporate Bond ETF BSJK Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BSJK Stock Details BSJK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-25,346
Closed -$594K – 3409
2018
Q4 		$594K Sell
25,346
-29,620
-54% -$709K 0.01% 428
2018
Q3 		$1.34M Buy
54,966
+25,581
+87% +$622K 0.03% 289
2018
Q2 		$713K Buy
+29,385
New +$714K 0.02% 301

Other funds holding BSJK

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AMG
Advisors Management Group La Crosse, Wisconsin $549M AUM 29.35% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BSJK Position: Q1 2019 in Review

Carson Wealth (CWM LLC) sold out of Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) in Q1 2019, closing a stake of 25,346 shares — an estimated $594K sold.

Carson Wealth (CWM LLC) first reported a position in BSJK in Q2 2018 and held it in 3 quarters. The position peaked at $1.34M in Q3 2018. 142 funds tracked by Wall St. Rank hold BSJK as of Q1 2019.

  • Carson Wealth (CWM LLC) reported no remaining Invesco BulletShares 2020 High Yield Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 25,346 Invesco BulletShares 2020 High Yield Corporate Bond ETF shares in Q1 2019, an estimated $594K.
  • Carson Wealth (CWM LLC) first reported a position in Invesco BulletShares 2020 High Yield Corporate Bond ETF in Q2 2018 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s Invesco BulletShares 2020 High Yield Corporate Bond ETF position peaked at $1.34M in Q3 2018.
  • 142 funds tracked by Wall St. Rank held Invesco BulletShares 2020 High Yield Corporate Bond ETF as of Q1 2019.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2019, filed 22 Apr 2019.