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

Linscomb Wealth’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
2017 Q4	–	Sell	-7,900	Closed	-$201K	–	282
2017 Q3	$201K	Hold	7,900	–	–	0.02%	256
2017 Q2	$201K	Hold	7,900	–	–	0.02%	241
2017 Q1	$200K	Buy	+7,900	New	+$199K	0.02%	238
2015 Q4	–	Sell	-24,187	Closed	-$566K	–	267
2015 Q3	$566K	Sell	24,187 -1,961	-7%	-$47.5K	0.07%	143
2015 Q2	$647K	Sell	26,148 -1,462	-5%	-$36.7K	0.07%	138
2015 Q1	$692K	Sell	27,610 -1,967	-7%	-$48.9K	0.07%	138
2014 Q4	$721K	Buy	+29,577	New	+$734K	0.08%	133

Other funds holding BSJM

BCM

Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LFPWM

Leicht Financial Planning & Wealth Management Parsippany, New Jersey $220M AUM 13.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KFA

Kabarec Financial Advisors Palatine, Illinois $131M AUM

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Linscomb Wealth's BSJM Position: Q4 2017 in Review

Linscomb Wealth sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q4 2017, closing a stake of 7,900 shares — an estimated $201K sold.

Linscomb Wealth first reported a position in BSJM in Q4 2014 and held it in 7 quarters. The position peaked at $721K in Q4 2014. 60 funds tracked by Wall St. Rank hold BSJM as of Q4 2017.

Linscomb Wealth reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
Linscomb Wealth sold 7,900 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q4 2017, an estimated $201K.
Linscomb Wealth first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q4 2014 and held it in 7 quarters.
Linscomb Wealth's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $721K in Q4 2014.
60 funds tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q4 2017.

Based on Linscomb Wealth's 13F filing for Q4 2017, filed 2 Feb 2018.