Reston Wealth Management’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

Reston Wealth Management’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 Q3	–	Sell	-47,013	Closed	-$1.15M	–	52
2019 Q2	$1.15M	Buy	47,013 +4,905	+12%	+$120K	0.91%	19
2019 Q1	$1.03M	Sell	42,108 -5,334	-11%	-$129K	0.83%	20
2018 Q4	$1.1M	Buy	+47,442	New	+$1.14M	1.05%	17

Other funds holding BSJM

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

AMG

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Reston Wealth Management's BSJM Position: Q3 2019 in Review

Reston Wealth Management sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q3 2019, closing a stake of 47,013 shares — an estimated $1.15M sold.

Reston Wealth Management first reported a position in BSJM in Q4 2018 and held it in 3 quarters. The position peaked at $1.15M in Q2 2019. 111 funds tracked by Wall St. Rank hold BSJM as of Q3 2019.

Reston Wealth Management reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q3 2019 after selling out during the quarter.
Reston Wealth Management sold 47,013 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q3 2019, an estimated $1.15M.
Reston Wealth Management first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q4 2018 and held it in 3 quarters.
Reston Wealth Management's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $1.15M in Q2 2019.
111 funds tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q3 2019.

Based on Reston Wealth Management's 13F filing for Q3 2019, filed 25 Oct 2019.