EI
BSJM

Ellevest Inc’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-1,363
Closed -$30K – 1410
2020
Q1 		$30K Buy
1,363
+5
+0.4% +$118 0.01% 350
2019
Q4 		$33K Hold
1,358
– – 0.01% 302
2019
Q3 		$33K Hold
1,358
– – 0.01% 148
2019
Q2 		$33K Hold
1,358
– – 0.01% 162
2019
Q1 		$33K Hold
1,358
– – 0.02% 115
2018
Q4 		$32K Buy
+1,358
New +$32.7K 0.02% 214

Other funds holding BSJM

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AMG
Advisors Management Group La Crosse, Wisconsin $549M AUM 29.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Ellevest Inc's BSJM Position: Q2 2020 in Review

Ellevest Inc sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q2 2020, closing a stake of 1,363 shares — an estimated $30K sold.

Ellevest Inc first reported a position in BSJM in Q4 2018 and held it in 6 quarters. The position peaked at $33K in Q4 2019. 129 funds tracked by Wall St. Rank hold BSJM as of Q2 2020.

  • Ellevest Inc reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Ellevest Inc sold 1,363 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q2 2020, an estimated $30K.
  • Ellevest Inc first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q4 2018 and held it in 6 quarters.
  • Ellevest Inc's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $33K in Q4 2019.
  • 129 funds tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q2 2020.

Based on Ellevest Inc's 13F filing for Q2 2020, filed 6 Jul 2020.