HWAM
BSJM

Hennion & Walsh Asset Management’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

Hennion & Walsh Asset 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
2021
Q2 		– Sell
-12,659
Closed -$296K – 762
2021
Q1 		$296K Buy
+12,659
New +$295K 0.02% 602

Other funds holding BSJM

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AMG
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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
CCC
Crescent Capital Consulting New Orleans, Louisiana $607M AUM 22.88% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 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 $424B AUM 22.96% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

Hennion & Walsh Asset Management's BSJM Position: Q2 2021 in Review

Hennion & Walsh Asset Management sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q2 2021, closing a stake of 12,659 shares — an estimated $296K sold.

Hennion & Walsh Asset Management first reported a position in BSJM in Q1 2021 and held it in 1 quarter. The position peaked at $296K in Q1 2021. 143 funds tracked by Wall St. Rank hold BSJM as of Q2 2021.

  • Hennion & Walsh Asset Management reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Hennion & Walsh Asset Management sold 12,659 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q2 2021, an estimated $296K.
  • Hennion & Walsh Asset Management first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q1 2021 and held it in 1 quarter.
  • Hennion & Walsh Asset Management's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $296K in Q1 2021.
  • 143 funds tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q2 2021.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2021, filed 13 Aug 2021.