Financial Architects (New Jersey)’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

Financial Architects (New Jersey)’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 Q3	–	Sell	-515	Closed	-$11K	–	816
2020 Q2	$11K	Hold	515	–	–	﹤0.01%	640
2020 Q1	$11K	Hold	515	–	–	﹤0.01%	613
2019 Q4	$13K	Hold	515	–	–	﹤0.01%	642
2019 Q3	$13K	Hold	515	–	–	﹤0.01%	691
2019 Q2	$13K	Hold	515	–	–	﹤0.01%	838
2019 Q1	$13K	Buy	+515	New	+$12.5K	﹤0.01%	1033

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

AMG

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

Financial Architects (New Jersey)'s BSJM Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q3 2020, closing a stake of 515 shares — an estimated $11K sold.

Financial Architects (New Jersey) first reported a position in BSJM in Q1 2019 and held it in 6 quarters. The position peaked at $13K in Q4 2019. 121 funds tracked by Wall St. Rank hold BSJM as of Q3 2020.

Financial Architects (New Jersey) reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 515 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q3 2020, an estimated $11K.
Financial Architects (New Jersey) first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q1 2019 and held it in 6 quarters.
Financial Architects (New Jersey)'s Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $13K in Q4 2019.
121 funds tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.