Financial Gravity Asset Management’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

Financial Gravity Asset 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
2021 Q3	$23K	Sell	291 -8	-3%	-$186	0.01%	778
2021 Q2	$23K	Buy	+299	New	+$6.98K	0.01%	780
2019 Q4	–	Sell	-6,148	Closed	-$150K	–	1775
2019 Q3	$150K	Sell	6,148 -3,105	-34%	-$75.9K	0.13%	149
2019 Q2	$227K	Sell	9,253 -1,478	-14%	-$36.2K	0.19%	126
2019 Q1	$263K	Buy	+10,731	New	+$260K	0.21%	101

Other funds holding BSJM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AMG

Advisors Management Group La Crosse, Wisconsin $604M AUM 64.38% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCC

Crescent Capital Consulting New Orleans, Louisiana $607M AUM 22.88% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Financial Gravity Asset Management's BSJM Position: Q3 2021 in Review

Financial Gravity Asset Management reduced its Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) stake by 2.7% in Q3 2021, selling an estimated $186 and leaving 291 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #778.

Financial Gravity Asset Management first reported a position in BSJM in Q1 2019 and has held it in 5 quarters since. The position peaked at $263K in Q1 2019. 138 funds tracked by Wall St. Rank hold BSJM as of Q3 2021.

Financial Gravity Asset Management held 291 shares of Invesco BulletShares 2022 High Yield Corporate Bond ETF worth $23K as of Q3 2021.
Financial Gravity Asset Management sold 8 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q3 2021, an estimated $186.
Invesco BulletShares 2022 High Yield Corporate Bond ETF made up 0.01% of Financial Gravity Asset Management's portfolio in Q3 2021, its #778 holding.
Financial Gravity Asset Management first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q1 2019 and has held it in 5 quarters since.
Financial Gravity Asset Management's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $263K in Q1 2019.
138 funds tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q3 2021.

Based on Financial Gravity Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.