FWM
BSJM

Frontier Wealth Management’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

Frontier Wealth 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
2020
Q4 		– Sell
-11,189
Closed -$256K – 394
2020
Q3 		$256K Sell
11,189
-453
-4% -$10.4K 0.02% 303
2020
Q2 		$260K Buy
+11,642
New +$258K 0.02% 294

Other funds holding BSJM

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Frontier Wealth Management's BSJM Position: Q4 2020 in Review

Frontier Wealth Management sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q4 2020, closing a stake of 11,189 shares — an estimated $256K sold.

Frontier Wealth Management first reported a position in BSJM in Q2 2020 and held it in 2 quarters. The position peaked at $260K in Q2 2020. 133 funds tracked by Wall St. Rank hold BSJM as of Q4 2020.

  • Frontier Wealth Management reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Frontier Wealth Management sold 11,189 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q4 2020, an estimated $256K.
  • Frontier Wealth Management first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q2 2020 and held it in 2 quarters.
  • Frontier Wealth Management's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $260K in Q2 2020.
  • 133 funds tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q4 2020.

Based on Frontier Wealth Management's 13F filing for Q4 2020, filed 16 Feb 2021.