EFS
BSJM

Econ Financial Services’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

Econ Financial Services’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
2019
Q1 		– Sell
-80,762
Closed -$1.87M – 82
2018
Q4 		$1.87M Buy
+80,762
New +$1.94M 2.85% 11

Other funds holding BSJM

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AMG
Advisors Management Group La Crosse, Wisconsin $549M AUM 29.35% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Econ Financial Services's BSJM Position: Q1 2019 in Review

Econ Financial Services sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q1 2019, closing a stake of 80,762 shares — an estimated $1.87M sold.

Econ Financial Services first reported a position in BSJM in Q4 2018 and held it in 1 quarter. The position peaked at $1.87M in Q4 2018. 94 funds tracked by Wall St. Rank hold BSJM as of Q1 2019.

  • Econ Financial Services reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Econ Financial Services sold 80,762 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q1 2019, an estimated $1.87M.
  • Econ Financial Services first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q4 2018 and held it in 1 quarter.
  • Econ Financial Services's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $1.87M in Q4 2018.
  • 94 funds tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q1 2019.

Based on Econ Financial Services's 13F filing for Q1 2019, filed 8 May 2019.