Monument Capital Management’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

Monument Capital 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
2018 Q4	–	Sell	-4,056	Closed	-$100K	–	330
2018 Q3	$100K	Buy	4,056 +92	+2%	+$2.26K	0.06%	103
2018 Q2	$97K	Sell	3,964 -661	-14%	-$16.2K	0.07%	83
2018 Q1	$113K	Buy	+4,625	New	+$114K	0.08%	75

Other funds holding BSJM

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

RJFSA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

ACG

Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return

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

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

Monument Capital Management's BSJM Position: Q4 2018 in Review

Monument Capital Management sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q4 2018, closing a stake of 4,056 shares — an estimated $100K sold.

Monument Capital Management first reported a position in BSJM in Q1 2018 and held it in 3 quarters. The position peaked at $113K in Q1 2018. 91 funds tracked by Wall St. Rank hold BSJM as of Q4 2018.

Monument Capital Management reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
Monument Capital Management sold 4,056 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q4 2018, an estimated $100K.
Monument Capital Management first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q1 2018 and held it in 3 quarters.
Monument Capital Management's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $113K in Q1 2018.
91 funds tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q4 2018.

Based on Monument Capital Management's 13F filing for Q4 2018, filed 15 Jan 2019.