Ropes Wealth Advisors’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

Ropes Wealth Advisors’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 Q4	–	Sell	-7,000	Closed	-$171K	–	565
2019 Q3	$171K	Hold	7,000	–	–	0.04%	227
2019 Q2	$172K	Hold	7,000	–	–	0.04%	235
2019 Q1	$171K	Buy	+7,000	New	+$169K	0.05%	231

Other funds holding BSJM

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

UCFA

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

Morgan Stanley New York $1.66T AUM 25.57% 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

VWM

Vigilare Wealth Management Scottsdale, Arizona $326M AUM 21.58% 1-Year Est. Return

ACG

Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return

RJFSA

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

Ropes Wealth Advisors's BSJM Position: Q4 2019 in Review

Ropes Wealth Advisors sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q4 2019, closing a stake of 7,000 shares — an estimated $171K sold.

Ropes Wealth Advisors first reported a position in BSJM in Q1 2019 and held it in 3 quarters. The position peaked at $172K in Q2 2019. 124 funds tracked by Wall St. Rank hold BSJM as of Q4 2019.

Ropes Wealth Advisors reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
Ropes Wealth Advisors sold 7,000 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q4 2019, an estimated $171K.
Ropes Wealth Advisors first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q1 2019 and held it in 3 quarters.
Ropes Wealth Advisors's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $172K in Q2 2019.
124 funds tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q4 2019.

Based on Ropes Wealth Advisors's 13F filing for Q4 2019, filed 5 Feb 2020.