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

Shakespeare 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 Q4	–	Sell	-16,923	Closed	-$412K	–	75
2019 Q3	$412K	Buy	16,923 +222	+1%	+$5.43K	0.24%	50
2019 Q2	$410K	Buy	+16,701	New	+$409K	0.26%	46

Other funds holding BSJM

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $18.2B AUM 22.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AMG

Advisors Management Group La Crosse, Wisconsin $604M AUM 64.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.23B AUM 19.04% 1-Year Est. Return

RJFSA

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

Shakespeare Wealth Management's BSJM Position: Q4 2019 in Review

Shakespeare Wealth Management sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q4 2019, closing a stake of 16,923 shares — an estimated $412K sold.

Shakespeare Wealth Management first reported a position in BSJM in Q2 2019 and held it in 2 quarters. The position peaked at $412K in Q3 2019. 124 funds tracked by Wall St. Rank hold BSJM as of Q4 2019.

Shakespeare Wealth Management reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
Shakespeare Wealth Management sold 16,923 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q4 2019, an estimated $412K.
Shakespeare Wealth Management first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q2 2019 and held it in 2 quarters.
Shakespeare Wealth Management's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $412K in Q3 2019.
124 funds tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q4 2019.

Based on Shakespeare Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.