OIA
BSJM

OneDigital Investment Advisors’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

OneDigital Investment Advisors’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
2019
Q2 		– Sell
-681
Closed -$17K – 1293
2019
Q1 		$17K Buy
681
+5
+0.7% +$121 ﹤0.01% 785
2018
Q4 		$16K Buy
+676
New +$16.3K ﹤0.01% 757

Other funds holding BSJM

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
AMG
Advisors Management Group La Crosse, Wisconsin $604M AUM 64.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

OneDigital Investment Advisors's BSJM Position: Q2 2019 in Review

OneDigital Investment Advisors sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q2 2019, closing a stake of 681 shares — an estimated $17K sold.

OneDigital Investment Advisors first reported a position in BSJM in Q4 2018 and held it in 2 quarters. The position peaked at $17K in Q1 2019. 101 funds tracked by Wall St. Rank hold BSJM as of Q2 2019.

  • OneDigital Investment Advisors reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q2 2019 after selling out during the quarter.
  • OneDigital Investment Advisors sold 681 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q2 2019, an estimated $17K.
  • OneDigital Investment Advisors first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q4 2018 and held it in 2 quarters.
  • OneDigital Investment Advisors's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $17K in Q1 2019.
  • 101 funds tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q2 2019.

Based on OneDigital Investment Advisors's 13F filing for Q2 2019, filed 12 Aug 2019.