FA
BSJM

FDx Advisors’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

FDx Advisors’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
2018
Q1 		– Sell
-44,671
Closed -$1.11M – 1285
2017
Q4 		$1.11M Buy
44,671
+3,411
+8% +$85.9K 0.03% 516
2017
Q3 		$1.05M Sell
41,260
-79,579
-66% -$2.01M 0.03% 515
2017
Q2 		$3.07M Sell
120,839
-1,884
-2% -$47.7K 0.09% 185
2017
Q1 		$3.11M Buy
122,723
+13,903
+13% +$350K 0.1% 200
2016
Q4 		$2.72M Buy
+108,820
New +$2.7M 0.08% 229

Other funds holding BSJM

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KFA
Kabarec Financial Advisors Palatine, Illinois $131M AUM
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
LFPWM
Leicht Financial Planning & Wealth Management Parsippany, New Jersey $220M AUM 13.91% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return

FDx Advisors's BSJM Position: Q1 2018 in Review

FDx Advisors sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q1 2018, closing a stake of 44,671 shares — an estimated $1.11M sold.

FDx Advisors first reported a position in BSJM in Q4 2016 and held it in 5 quarters. The position peaked at $3.11M in Q1 2017. 50 funds tracked by Wall St. Rank hold BSJM as of Q1 2018.

  • FDx Advisors reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
  • FDx Advisors sold 44,671 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q1 2018, an estimated $1.11M.
  • FDx Advisors first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q4 2016 and held it in 5 quarters.
  • FDx Advisors's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $3.11M in Q1 2017.
  • 50 funds tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q1 2018.

Based on FDx Advisors's 13F filing for Q1 2018, filed 2 May 2018.