PSF
BSJM

Pacific Sun Financial’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

Pacific Sun Financial’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
2018
Q1 		– Sell
-49,833
Closed -$1.24M – 219
2017
Q4 		$1.24M Buy
+49,833
New +$1.25M 0.68% 55

Other funds holding BSJM

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KFA
Kabarec Financial Advisors Palatine, Illinois $131M AUM
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
LFPWM
Leicht Financial Planning & Wealth Management Parsippany, New Jersey $220M AUM 13.91% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return

Pacific Sun Financial's BSJM Position: Q1 2018 in Review

Pacific Sun Financial sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q1 2018, closing a stake of 49,833 shares — an estimated $1.24M sold.

Pacific Sun Financial first reported a position in BSJM in Q4 2017 and held it in 1 quarter. The position peaked at $1.24M in Q4 2017. 50 funds tracked by Wall St. Rank hold BSJM as of Q1 2018.

  • Pacific Sun Financial reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Pacific Sun Financial sold 49,833 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q1 2018, an estimated $1.24M.
  • Pacific Sun Financial first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q4 2017 and held it in 1 quarter.
  • Pacific Sun Financial's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $1.24M in Q4 2017.
  • 50 funds tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q1 2018.

Based on Pacific Sun Financial's 13F filing for Q1 2018, filed 14 May 2018.