CWM
BSJM

Cornerstone Wealth Management’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

Cornerstone Wealth Management’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 		– Sell
-12,510
Closed -$291K – 524
2021
Q3 		$291K Hold
12,510
– – 0.03% 355
2021
Q2 		$292K Sell
12,510
-400
-3% -$9.33K 0.03% 368
2021
Q1 		$301K Sell
12,910
-1,400
-10% -$32.6K 0.04% 350
2020
Q4 		$334K Buy
14,310
+414
+3% +$9.59K 0.04% 314
2020
Q3 		$318K Sell
13,896
-2,184
-14% -$49.9K 0.05% 290
2020
Q2 		$359K Buy
16,080
+19
+0.1% +$422 0.06% 253
2020
Q1 		$348K Buy
16,061
+79
+0.5% +$1.86K 0.07% 243
2019
Q4 		$391K Buy
15,982
+1,430
+10% +$34.8K 0.06% 236
2019
Q3 		$355K Buy
14,552
+1,515
+12% +$37K 0.06% 247
2019
Q2 		$320K Buy
13,037
+1,992
+18% +$48.8K 0.06% 268
2019
Q1 		$199K Buy
11,045
+231
+2% +$5.59K 0.02% 489
2018
Q4 		$249K Buy
+10,814
New +$260K 0.05% 290
2018
Q3 		– Sell
-227,805
Closed -$9.29M – 1594
2018
Q2 		$9.29M Buy
+227,805
New +$5.6M 0.1% 204

Other funds holding BSJM

AMG
Advisors Management Group La Crosse, Wisconsin $549M AUM 29.35% 1-Year Est. Return
GI
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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cornerstone Wealth Management's BSJM Position: Q4 2021 in Review

Cornerstone Wealth Management sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q4 2021, closing a stake of 12,510 shares — an estimated $291K sold.

Cornerstone Wealth Management first reported a position in BSJM in Q2 2018 and held it in 13 quarters. The position peaked at $9.29M in Q2 2018. 156 funds tracked by Wall St. Rank hold BSJM as of Q4 2021.

  • Cornerstone Wealth Management reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Cornerstone Wealth Management sold 12,510 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q4 2021, an estimated $291K.
  • Cornerstone Wealth Management first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q2 2018 and held it in 13 quarters.
  • Cornerstone Wealth Management's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $9.29M in Q2 2018.
  • 156 funds tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q4 2021.

Based on Cornerstone Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.