HPWM
BSJM

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

Highland Private 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
2018
Q2 		– Sell
-11,486
Closed -$282K – 167
2018
Q1 		$282K Buy
+11,486
New +$284K 0.17% 91

Other funds holding BSJM

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KFA
Kabarec Financial Advisors Palatine, Illinois $131M AUM
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return

Highland Private Wealth Management's BSJM Position: Q2 2018 in Review

Highland Private Wealth Management sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q2 2018, closing a stake of 11,486 shares — an estimated $282K sold.

Highland Private Wealth Management first reported a position in BSJM in Q1 2018 and held it in 1 quarter. The position peaked at $282K in Q1 2018. 69 funds tracked by Wall St. Rank hold BSJM as of Q2 2018.

  • Highland Private Wealth Management reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Highland Private Wealth Management sold 11,486 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q2 2018, an estimated $282K.
  • Highland Private Wealth Management first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q1 2018 and held it in 1 quarter.
  • Highland Private Wealth Management's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $282K in Q1 2018.
  • 69 funds tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q2 2018.

Based on Highland Private Wealth Management's 13F filing for Q2 2018, filed 7 Aug 2018.