Personal Wealth Partners’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

Personal Wealth Partners’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 Q3	–	Sell	-405	Closed	-$9K	–	426
2021 Q2	$9K	Buy	+405	New	+$9.45K	﹤0.01%	282
2020 Q1	–	Sell	-405	Closed	-$10K	–	666
2019 Q4	$10K	Hold	405	–	–	﹤0.01%	237
2019 Q3	$10K	Sell	405 -24,354	-98%	-$595K	﹤0.01%	240
2019 Q2	$527K	Hold	24,759	–	–	0.25%	34
2019 Q1	$524K	Buy	+24,759	New	+$599K	0.28%	33

Other funds holding BSJM

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCC

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

IWC

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Personal Wealth Partners's BSJM Position: Q3 2021 in Review

Personal Wealth Partners sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q3 2021, closing a stake of 405 shares — an estimated $9K sold.

Personal Wealth Partners first reported a position in BSJM in Q1 2019 and held it in 5 quarters. The position peaked at $527K in Q2 2019. 138 funds tracked by Wall St. Rank hold BSJM as of Q3 2021.

Personal Wealth Partners reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
Personal Wealth Partners sold 405 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q3 2021, an estimated $9K.
Personal Wealth Partners first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q1 2019 and held it in 5 quarters.
Personal Wealth Partners's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $527K in Q2 2019.
138 funds tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.