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

Other funds holding BSJM

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Morgan Stanley
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
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

Lineweaver Wealth Advisors's BSJM Position: Q3 2020 in Review

Lineweaver Wealth Advisors sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q3 2020, closing a stake of 16,963 shares — an estimated $378K sold.

Lineweaver Wealth Advisors first reported a position in BSJM in Q4 2019 and held it in 3 quarters. The position peaked at $423K in Q4 2019. 121 funds tracked by Wall St. Rank hold BSJM as of Q3 2020.

  • Lineweaver Wealth Advisors reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Lineweaver Wealth Advisors sold 16,963 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q3 2020, an estimated $378K.
  • Lineweaver Wealth Advisors first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q4 2019 and held it in 3 quarters.
  • Lineweaver Wealth Advisors's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $423K 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 Lineweaver Wealth Advisors's 13F filing for Q3 2020, filed 20 Oct 2020.