SIAG
BSJM

Safeguard Investment Advisory Group’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

Safeguard Investment Advisory 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
Q1 		– Sell
-207
Closed -$4K – 784
2020
Q4 		$4K Buy
+207
New +$4.79K ﹤0.01% 574

Other funds holding BSJM

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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AMG
Advisors Management Group La Crosse, Wisconsin $604M AUM 64.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Safeguard Investment Advisory Group's BSJM Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q1 2021, closing a stake of 207 shares — an estimated $4K sold.

Safeguard Investment Advisory Group first reported a position in BSJM in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 145 funds tracked by Wall St. Rank hold BSJM as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 207 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q1 2021, an estimated $4K.
  • Safeguard Investment Advisory Group first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $4K in Q4 2020.
  • 145 funds tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.