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

Next 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
2021 Q4	$169K	Sell	7,257 -34,860	-83%	-$809K	0.01%	958
2021 Q3	$979K	Buy	42,117 +39,659	+1,613%	+$924K	0.08%	280
2021 Q2	$57K	Sell	2,458 -14,732	-86%	-$344K	﹤0.01%	1341
2021 Q1	$402K	Buy	+17,190	New	+$400K	0.04%	505
2019 Q1	–	Sell	-3,260	Closed	-$76K	–	2201
2018 Q4	$76K	Hold	3,260	–	–	0.02%	672
2018 Q3	$80K	Buy	+3,260	New	+$80.2K	0.04%	430

Other funds holding BSJM

AMG

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

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

CCC

Crescent Capital Consulting New Orleans, Louisiana $607M AUM 22.88% 1-Year Est. Return

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

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

IWC

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Next Financial Group's BSJM Position: Q4 2021 in Review

Next Financial Group reduced its Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) stake by 83% in Q4 2021, selling an estimated $809K and leaving 7,257 shares worth $169K. The position accounts for 0.01% of the portfolio, ranked #958.

Next Financial Group first reported a position in BSJM in Q3 2018 and has held it in 6 quarters since. The position peaked at $979K in Q3 2021. 156 funds tracked by Wall St. Rank hold BSJM as of Q4 2021.

Next Financial Group held 7,257 shares of Invesco BulletShares 2022 High Yield Corporate Bond ETF worth $169K as of Q4 2021.
Next Financial Group sold 34,860 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q4 2021, an estimated $809K.
Invesco BulletShares 2022 High Yield Corporate Bond ETF made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #958 holding.
Next Financial Group first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q3 2018 and has held it in 6 quarters since.
Next Financial Group's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $979K in Q3 2021.
156 funds tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.