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

Edge 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
2020 Q4	–	Sell	-8,292	Closed	-$190K	–	470
2020 Q3	$190K	Sell	8,292 -4,745	-36%	-$108K	0.04%	112
2020 Q2	$291K	Sell	13,037 -9,330	-42%	-$207K	0.06%	120
2020 Q1	$482K	Buy	22,367 +7,967	+55%	+$188K	0.1%	95
2019 Q4	$352K	Buy	14,400 +850	+6%	+$20.7K	0.07%	116
2019 Q3	$330K	Buy	13,550 +4,900	+57%	+$120K	0.08%	110
2019 Q2	$212K	Buy	+8,650	New	+$212K	0.05%	137

Other funds holding BSJM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AMG

Advisors Management Group La Crosse, Wisconsin $549M AUM 29.35% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Edge Wealth Management's BSJM Position: Q4 2020 in Review

Edge Wealth Management sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q4 2020, closing a stake of 8,292 shares — an estimated $190K sold.

Edge Wealth Management first reported a position in BSJM in Q2 2019 and held it in 6 quarters. The position peaked at $482K in Q1 2020. 133 funds tracked by Wall St. Rank hold BSJM as of Q4 2020.

Edge Wealth Management reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
Edge Wealth Management sold 8,292 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q4 2020, an estimated $190K.
Edge Wealth Management first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q2 2019 and held it in 6 quarters.
Edge Wealth Management's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $482K in Q1 2020.
133 funds tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q4 2020.

Based on Edge Wealth Management's 13F filing for Q4 2020, filed 19 Jan 2021.