Moloney Securities Asset Management’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

Moloney Securities Asset Management’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
2019 Q1	–	Sell	-38,550	Closed	-$895K	–	320
2018 Q4	$895K	Buy	38,550 +2,717	+8%	+$65.4K	0.37%	83
2018 Q3	$883K	Buy	35,833 +1,230	+4%	+$30.3K	0.31%	100
2018 Q2	$847K	Buy	+34,603	New	+$850K	0.32%	98

Other funds holding BSJM

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

UCFA

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

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

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

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

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

RJFSA

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

AMG

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

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

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

Moloney Securities Asset Management's BSJM Position: Q1 2019 in Review

Moloney Securities Asset Management sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q1 2019, closing a stake of 38,550 shares — an estimated $895K sold.

Moloney Securities Asset Management first reported a position in BSJM in Q2 2018 and held it in 3 quarters. The position peaked at $895K in Q4 2018. 94 funds tracked by Wall St. Rank hold BSJM as of Q1 2019.

Moloney Securities Asset Management reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
Moloney Securities Asset Management sold 38,550 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q1 2019, an estimated $895K.
Moloney Securities Asset Management first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q2 2018 and held it in 3 quarters.
Moloney Securities Asset Management's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $895K in Q4 2018.
94 funds tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q1 2019.

Based on Moloney Securities Asset Management's 13F filing for Q1 2019, filed 3 May 2019.