GWAG
BSJM

Garrett Wealth Advisory Group’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

Garrett Wealth Advisory Group’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
-1,510
Closed -$36.8K – 687
2019
Q3 		$36.8K Buy
+1,510
New +$36.9K 0.03% 152

Other funds holding BSJM

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
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
Bank of America
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

Garrett Wealth Advisory Group's BSJM Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q4 2019, closing a stake of 1,510 shares — an estimated $36.8K sold.

Garrett Wealth Advisory Group first reported a position in BSJM in Q3 2019 and held it in 1 quarter. The position peaked at $36.8K in Q3 2019. 124 funds tracked by Wall St. Rank hold BSJM as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 1,510 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q4 2019, an estimated $36.8K.
  • Garrett Wealth Advisory Group first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $36.8K 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 Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.