Carson Wealth (CWM LLC)’s Invesco BulletShares 2021 High Yield Corporate Bond ETF BSJL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BSJL Stock Details BSJL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	$12M	Hold	523,483	–	–	0.1%	183
2021 Q1	$12M	Hold	523,483	–	–	0.1%	183
2020 Q4	$12M	Hold	523,483	–	–	0.1%	183
2020 Q3	$12M	Hold	523,483	–	–	0.1%	183
2020 Q2	$12M	Hold	523,483	–	–	0.1%	183
2020 Q1	$12M	Hold	523,483	–	–	0.1%	183
2019 Q4	$12M	Hold	523,483	–	–	0.1%	183
2019 Q3	$12M	Hold	523,483	–	–	0.1%	183
2019 Q2	$12M	Hold	523,483	–	–	0.1%	183
2019 Q1	$12M	Buy	+523,483	New	+$12.8M	0.1%	183

Other funds holding BSJL

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GCP

Gill Capital Partners Denver, Colorado $378M AUM 18.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BSJL Position: Q2 2021 in Review

Carson Wealth (CWM LLC) held its Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) position steady in Q2 2021 at 523,483 shares worth $12M. The position accounts for 0.1% of the portfolio, ranked #183.

Carson Wealth (CWM LLC) first reported a position in BSJL in Q1 2019 and has held it in 10 quarters since. 119 funds tracked by Wall St. Rank hold BSJL as of Q2 2021.

Carson Wealth (CWM LLC) held 523,483 shares of Invesco BulletShares 2021 High Yield Corporate Bond ETF worth $12M as of Q2 2021.
Carson Wealth (CWM LLC) left its Invesco BulletShares 2021 High Yield Corporate Bond ETF share count unchanged in Q2 2021.
Invesco BulletShares 2021 High Yield Corporate Bond ETF made up 0.1% of Carson Wealth (CWM LLC)'s portfolio in Q2 2021, its #183 holding.
Carson Wealth (CWM LLC) first reported a position in Invesco BulletShares 2021 High Yield Corporate Bond ETF in Q1 2019 and has held it in 10 quarters since.
119 funds tracked by Wall St. Rank held Invesco BulletShares 2021 High Yield Corporate Bond ETF as of Q2 2021.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2021, filed 29 Jul 2021.