MSI Financial Services’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

MSI Financial Services’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
2016 Q4	$27K	Buy	1,089 +1,013	+1,333%	+$25.1K	﹤0.01%	2228
2016 Q3	$2K	Hold	76	–	–	﹤0.01%	3567
2016 Q2	$2K	Buy	+76	New	+$1.81K	﹤0.01%	3584

Other funds holding BSJM

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

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

FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

LFPWM

Leicht Financial Planning & Wealth Management Parsippany, New Jersey $244M AUM 17.11% 1-Year Est. Return

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

PWSG

Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return

MSI Financial Services's BSJM Position: Q4 2016 in Review

MSI Financial Services increased its Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) stake by 1,333% in Q4 2016, buying an estimated $25.1K and bringing the position to 1,089 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #2228.

MSI Financial Services first reported a position in BSJM in Q2 2016 and has held it in 3 quarters since. 31 funds tracked by Wall St. Rank hold BSJM as of Q4 2016.

MSI Financial Services held 1,089 shares of Invesco BulletShares 2022 High Yield Corporate Bond ETF worth $27K as of Q4 2016.
MSI Financial Services bought 1,013 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q4 2016, an estimated $25.1K.
Invesco BulletShares 2022 High Yield Corporate Bond ETF made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #2228 holding.
MSI Financial Services first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q2 2016 and has held it in 3 quarters since.
31 funds tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.