Sargent Bickham Lagudis’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

Sargent Bickham Lagudis’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 Q1	–	Sell	-500	Closed	-$12K	–	1047
2021 Q4	$12K	Hold	500	–	–	﹤0.01%	692
2021 Q3	$12K	Hold	500	–	–	﹤0.01%	691
2021 Q2	$12K	Hold	500	–	–	﹤0.01%	694
2021 Q1	$12K	Hold	500	–	–	﹤0.01%	671
2020 Q4	$12K	Hold	500	–	–	﹤0.01%	640
2020 Q3	$11K	Hold	500	–	–	﹤0.01%	587
2020 Q2	$11K	Hold	500	–	–	﹤0.01%	572
2020 Q1	$11K	Buy	+500	New	+$11.8K	﹤0.01%	550

Other funds holding BSJM

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

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

UCFA

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

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

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

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

Sargent Bickham Lagudis's BSJM Position: Q1 2022 in Review

Sargent Bickham Lagudis sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q1 2022, closing a stake of 500 shares — an estimated $12K sold.

Sargent Bickham Lagudis first reported a position in BSJM in Q1 2020 and held it in 8 quarters. The position peaked at $12K in Q4 2021. 140 funds tracked by Wall St. Rank hold BSJM as of Q1 2022.

Sargent Bickham Lagudis reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
Sargent Bickham Lagudis sold 500 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q1 2022, an estimated $12K.
Sargent Bickham Lagudis first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q1 2020 and held it in 8 quarters.
Sargent Bickham Lagudis's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $12K in Q4 2021.
140 funds tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q1 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q1 2022, filed 27 Apr 2022.