Nations Financial Group’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

Nations Financial Group’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 Q1	–	Sell	-9,988	Closed	-$232K	–	570
2021 Q4	$232K	Sell	9,988 -880	-8%	-$20.4K	0.03%	438
2021 Q3	$253K	Buy	10,868 +812	+8%	+$18.9K	0.04%	391
2021 Q2	$235K	Buy	10,056 +504	+5%	+$11.8K	0.04%	366
2021 Q1	$223K	Buy	+9,552	New	+$222K	0.05%	325

Other funds holding BSJM

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

IAS

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

MCP

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

Nations Financial Group's BSJM Position: Q1 2022 in Review

Nations Financial Group sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q1 2022, closing a stake of 9,988 shares — an estimated $232K sold.

Nations Financial Group first reported a position in BSJM in Q1 2021 and held it in 4 quarters. The position peaked at $253K in Q3 2021. 140 funds tracked by Wall St. Rank hold BSJM as of Q1 2022.

Nations Financial Group reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Nations Financial Group sold 9,988 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q1 2022, an estimated $232K.
Nations Financial Group first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q1 2021 and held it in 4 quarters.
Nations Financial Group's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $253K in Q3 2021.
140 funds tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q1 2022.

Based on Nations Financial Group's 13F filing for Q1 2022, filed 13 May 2022.