Global Financial Private Capital’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

Global Financial Private Capital’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 Q1	–	Sell	-864	Closed	-$21K	–	444
2019 Q4	$21K	Hold	864	–	–	﹤0.01%	317
2019 Q3	$21K	Hold	864	–	–	﹤0.01%	295
2019 Q2	$21K	Buy	+864	New	+$21.2K	﹤0.01%	344

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

AMG

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Global Financial Private Capital's BSJM Position: Q1 2020 in Review

Global Financial Private Capital sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q1 2020, closing a stake of 864 shares — an estimated $21K sold.

Global Financial Private Capital first reported a position in BSJM in Q2 2019 and held it in 3 quarters. The position peaked at $21K in Q4 2019. 132 funds tracked by Wall St. Rank hold BSJM as of Q1 2020.

Global Financial Private Capital reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
Global Financial Private Capital sold 864 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q1 2020, an estimated $21K.
Global Financial Private Capital first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q2 2019 and held it in 3 quarters.
Global Financial Private Capital's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $21K in Q4 2019.
132 funds tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q1 2020.

Based on Global Financial Private Capital's 13F filing for Q1 2020, filed 12 May 2020.