LWA
BSJM

Lineweaver Wealth Advisors’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

Lineweaver Wealth Advisors’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
-16,963
Closed -$378K – 90
2020
Q2 		$378K Sell
16,963
-526
-3% -$11.7K 0.19% 53
2020
Q1 		$378K Buy
17,489
+166
+1% +$3.92K 0.24% 47
2019
Q4 		$423K Buy
+17,323
New +$421K 0.24% 40

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GI
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AMG
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Citadel Advisors
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Royal Bank of Canada
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LPL Financial
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IF
Ironwood Financial Tucson, Arizona $573M AUM 13.51% 1-Year Est. Return