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

HBW 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
2020 Q3	–	Sell	-16,099	Closed	-$359K	–	239
2020 Q2	$359K	Hold	16,099	–	–	0.17%	128
2020 Q1	$352K	Sell	16,099 -2,782	-15%	-$65.6K	0.25%	80
2019 Q4	$463K	Buy	18,881 +2,703	+17%	+$65.7K	0.27%	85
2019 Q3	$392K	Buy	+16,178	New	+$395K	0.38%	57

Other funds holding BSJM

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

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

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

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

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

AMG

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

HBW Advisory Services's BSJM Position: Q3 2020 in Review

HBW Advisory Services sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q3 2020, closing a stake of 16,099 shares — an estimated $359K sold.

HBW Advisory Services first reported a position in BSJM in Q3 2019 and held it in 4 quarters. The position peaked at $463K in Q4 2019. 121 funds tracked by Wall St. Rank hold BSJM as of Q3 2020.

HBW Advisory Services reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
HBW Advisory Services sold 16,099 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q3 2020, an estimated $359K.
HBW Advisory Services first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q3 2019 and held it in 4 quarters.
HBW Advisory Services's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $463K in Q4 2019.
121 funds tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q3 2020.

Based on HBW Advisory Services's 13F filing for Q3 2020, filed 14 Oct 2020.