RWP
BSJM

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

Revolve 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
2022
Q2 		– Sell
-9,082
Closed -$208K – 160
2022
Q1 		$208K Sell
9,082
-696
-7% -$16K 0.06% 140
2021
Q4 		$227K Buy
+9,778
New +$227K 0.07% 134

Other funds holding BSJM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Revolve Wealth Partners's BSJM Position: Q2 2022 in Review

Revolve Wealth Partners sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q2 2022, closing a stake of 9,082 shares — an estimated $208K sold.

Revolve Wealth Partners first reported a position in BSJM in Q4 2021 and held it in 2 quarters. The position peaked at $227K in Q4 2021. 134 funds tracked by Wall St. Rank hold BSJM as of Q2 2022.

  • Revolve Wealth Partners reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Revolve Wealth Partners sold 9,082 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q2 2022, an estimated $208K.
  • Revolve Wealth Partners first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q4 2021 and held it in 2 quarters.
  • Revolve Wealth Partners's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $227K in Q4 2021.
  • 134 funds tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q2 2022.

Based on Revolve Wealth Partners's 13F filing for Q2 2022, filed 11 Jul 2022.