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

Newbridge Financial Services 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 Q2	–	Sell	-2,760	Closed	-$63K	–	1576
2022 Q1	$63K	Buy	2,760 +450	+19%	+$10.3K	0.03%	418
2021 Q4	$54K	Hold	2,310	–	–	0.03%	446
2021 Q3	$54K	Buy	2,310 +1,000	+76%	+$23.3K	0.03%	397
2021 Q2	$31K	Hold	1,310	–	–	0.02%	626
2021 Q1	$31K	Buy	1,310 +860	+191%	+$20K	0.02%	570
2020 Q4	$11K	Hold	450	–	–	0.01%	711
2020 Q3	$10K	Buy	+450	New	+$10.3K	0.01%	686

Other funds holding BSJM

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

UCFA

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

IWC

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

MCP

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

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Newbridge Financial Services Group's BSJM Position: Q2 2022 in Review

Newbridge Financial Services Group sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q2 2022, closing a stake of 2,760 shares — an estimated $63K sold.

Newbridge Financial Services Group first reported a position in BSJM in Q3 2020 and held it in 7 quarters. The position peaked at $63K in Q1 2022. 135 funds tracked by Wall St. Rank hold BSJM as of Q2 2022.

Newbridge Financial Services Group reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
Newbridge Financial Services Group sold 2,760 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q2 2022, an estimated $63K.
Newbridge Financial Services Group first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q3 2020 and held it in 7 quarters.
Newbridge Financial Services Group's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $63K in Q1 2022.
135 funds tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q2 2022.

Based on Newbridge Financial Services Group's 13F filing for Q2 2022, filed 15 Jul 2022.