Principal Financial Group
BSJM

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

Principal 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 		– Sell
-10,028
Closed -$233K – 2681
2021
Q3 		$233K Buy
10,028
+124
+1% +$2.89K ﹤0.01% 2390
2021
Q2 		$231K Buy
+9,904
New +$231K ﹤0.01% 2435

Other funds holding BSJM

AMG
Advisors Management Group La Crosse, Wisconsin $549M AUM 29.35% 1-Year Est. Return
GI
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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Principal Financial Group sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q4 2021, closing a stake of 10,028 shares — an estimated $233K sold.

Principal Financial Group first reported a position in BSJM in Q2 2021 and held it in 2 quarters. The position peaked at $233K in Q3 2021. 156 funds tracked by Wall St. Rank hold BSJM as of Q4 2021.

  • Principal Financial Group reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Principal Financial Group sold 10,028 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q4 2021, an estimated $233K.
  • Principal Financial Group first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q2 2021 and held it in 2 quarters.
  • Principal Financial Group's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $233K 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 Principal Financial Group's 13F filing for Q4 2021, filed 9 Feb 2022.