Mariner Independent Advisor Network’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

Mariner Independent Advisor Network’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
2022 Q3	$5.22M	Buy	237,485 +2,213	+0.9%	+$49.1K	0.22%	112
2022 Q2	$5.21M	Buy	235,272 +11,997	+5%	+$270K	0.22%	113
2022 Q1	$5.11M	Buy	223,275 +4,207	+2%	+$96.7K	0.2%	127
2021 Q4	$5.08M	Buy	219,068 +8,667	+4%	+$201K	0.24%	102
2021 Q3	$4.89M	Buy	210,401 +634	+0.3%	+$14.8K	0.24%	110
2021 Q2	$4.9M	Sell	209,767 -34,792	-14%	-$812K	0.22%	115
2021 Q1	$5.71M	Buy	244,559 +24,101	+11%	+$561K	0.3%	79
2020 Q4	$5.14M	Buy	220,458 +85,363	+63%	+$1.98M	0.27%	90
2020 Q3	$3.09M	Buy	135,095 +13,005	+11%	+$297K	0.26%	107
2020 Q2	$2.74M	Buy	122,090 +6,435	+6%	+$143K	0.25%	106
2020 Q1	$2.45M	Buy	115,655 +20,328	+21%	+$480K	0.22%	112
2019 Q4	$2.33M	Buy	95,327 +8,696	+10%	+$211K	0.17%	133
2019 Q3	$2.11M	Buy	86,631 +53,443	+161%	+$1.31M	0.16%	142
2019 Q2	$815K	Buy	33,188 +5,752	+21%	+$141K	0.06%	258
2019 Q1	$671K	Buy	27,436 +5,513	+25%	+$133K	0.06%	272
2018 Q4	$523K	Buy	+21,923	New	+$527K	0.05%	289

Other funds holding BSJM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

UCFA

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

Mariner Independent Advisor Network's BSJM Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) stake by 0.94% in Q3 2022, buying an estimated $49.1K and bringing the position to 237,485 shares worth $5.22M. The position accounts for 0.22% of the portfolio, ranked #112.

Mariner Independent Advisor Network first reported a position in BSJM in Q4 2018 and has held it in 16 quarters since. The position peaked at $5.71M in Q1 2021. 130 funds tracked by Wall St. Rank hold BSJM as of Q3 2022.

Mariner Independent Advisor Network held 237,485 shares of Invesco BulletShares 2022 High Yield Corporate Bond ETF worth $5.22M as of Q3 2022.
Mariner Independent Advisor Network bought 2,213 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q3 2022, an estimated $49.1K.
Invesco BulletShares 2022 High Yield Corporate Bond ETF made up 0.22% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #112 holding.
Mariner Independent Advisor Network first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q4 2018 and has held it in 16 quarters since.
Mariner Independent Advisor Network's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $5.71M in Q1 2021.
130 funds tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.