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

Meridian 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 Q4	–	Sell	-12,000	Closed	-$274K	–	186
2020 Q3	$274K	Hold	12,000	–	–	0.12%	135
2020 Q2	$268K	Hold	12,000	–	–	0.12%	130
2020 Q1	$260K	Sell	12,000 -2,500	-17%	-$59K	0.14%	114
2019 Q4	$355K	Hold	14,500	–	–	0.14%	113
2019 Q3	$353K	Buy	14,500 +2,500	+21%	+$61.1K	0.15%	113
2019 Q2	$294K	Buy	+12,000	New	+$294K	0.21%	97
2019 Q1	–	Sell	-8,000	Closed	-$186K	–	422
2018 Q4	$186K	Buy	+8,000	New	+$192K	0.14%	124

Other funds holding BSJM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AMG

Advisors Management Group La Crosse, Wisconsin $549M AUM 29.35% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

UCFA

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

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

Meridian Wealth Advisors's BSJM Position: Q4 2020 in Review

Meridian Wealth Advisors sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q4 2020, closing a stake of 12,000 shares — an estimated $274K sold.

Meridian Wealth Advisors first reported a position in BSJM in Q4 2018 and held it in 7 quarters. The position peaked at $355K in Q4 2019. 133 funds tracked by Wall St. Rank hold BSJM as of Q4 2020.

Meridian Wealth Advisors reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
Meridian Wealth Advisors sold 12,000 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q4 2020, an estimated $274K.
Meridian Wealth Advisors first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q4 2018 and held it in 7 quarters.
Meridian Wealth Advisors's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $355K in Q4 2019.
133 funds tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q4 2020.

Based on Meridian Wealth Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.