CWM
BSJN

CMH Wealth Management’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

CMH Wealth Management’s Portfolio BSJN Stock Details BSJN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-70,470
Closed -$1.49M – 59
2017
Q3 		$1.49M Buy
+70,470
New +$1.89M 1.1% 34

Other funds holding BSJN

UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LFPWM
Leicht Financial Planning & Wealth Management Parsippany, New Jersey $244M AUM 17.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
PSF
Pacific Sun Financial Los Angeles, California $242M AUM 27.28% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

CMH Wealth Management's BSJN Position: Q4 2017 in Review

CMH Wealth Management sold out of Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) in Q4 2017, closing a stake of 70,470 shares — an estimated $1.49M sold.

CMH Wealth Management first reported a position in BSJN in Q3 2017 and held it in 1 quarter. The position peaked at $1.49M in Q3 2017. 29 funds tracked by Wall St. Rank hold BSJN as of Q4 2017.

  • CMH Wealth Management reported no remaining Invesco BulletShares 2023 High Yield Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
  • CMH Wealth Management sold 70,470 Invesco BulletShares 2023 High Yield Corporate Bond ETF shares in Q4 2017, an estimated $1.49M.
  • CMH Wealth Management first reported a position in Invesco BulletShares 2023 High Yield Corporate Bond ETF in Q3 2017 and held it in 1 quarter.
  • CMH Wealth Management's Invesco BulletShares 2023 High Yield Corporate Bond ETF position peaked at $1.49M in Q3 2017.
  • 29 funds tracked by Wall St. Rank held Invesco BulletShares 2023 High Yield Corporate Bond ETF as of Q4 2017.

Based on CMH Wealth Management's 13F filing for Q4 2017, filed 12 Jan 2018.