First Allied Advisory Services’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

First Allied Advisory Services’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
2019 Q4	–	Sell	-648	Closed	-$16K	–	1651
2019 Q3	$16K	Buy	+648	New	+$15.8K	﹤0.01%	1496
2018 Q1	–	Sell	-455	Closed	-$11K	–	1523
2017 Q4	$11K	Buy	+455	New	+$11.5K	﹤0.01%	1455

Other funds holding BSJM

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VWM

Vigilare Wealth Management Scottsdale, Arizona $326M AUM 21.58% 1-Year Est. Return

ACG

Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return

RJFSA

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

First Allied Advisory Services's BSJM Position: Q4 2019 in Review

First Allied Advisory Services sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q4 2019, closing a stake of 648 shares — an estimated $16K sold.

First Allied Advisory Services first reported a position in BSJM in Q4 2017 and held it in 2 quarters. The position peaked at $16K in Q3 2019. 124 funds tracked by Wall St. Rank hold BSJM as of Q4 2019.

First Allied Advisory Services reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
First Allied Advisory Services sold 648 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q4 2019, an estimated $16K.
First Allied Advisory Services first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q4 2017 and held it in 2 quarters.
First Allied Advisory Services's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $16K in Q3 2019.
124 funds tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q4 2019.

Based on First Allied Advisory Services's 13F filing for Q4 2019, filed 10 Feb 2020.