SW
BSJM

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

Simplicity Wealth’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
-8,811
Closed -$202K – 67
2022
Q1 		$202K Sell
8,811
-4,620
-34% -$106K 0.2% 66
2021
Q4 		$312K Buy
+13,431
New +$312K 0.17% 56

Other funds holding BSJM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 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 $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Simplicity Wealth's BSJM Position: Q2 2022 in Review

Simplicity Wealth sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q2 2022, closing a stake of 8,811 shares — an estimated $202K sold.

Simplicity Wealth first reported a position in BSJM in Q4 2021 and held it in 2 quarters. The position peaked at $312K in Q4 2021. 135 funds tracked by Wall St. Rank hold BSJM as of Q2 2022.

  • Simplicity Wealth reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Simplicity Wealth sold 8,811 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q2 2022, an estimated $202K.
  • Simplicity Wealth first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q4 2021 and held it in 2 quarters.
  • Simplicity Wealth's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $312K in Q4 2021.
  • 135 funds tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q2 2022.

Based on Simplicity Wealth's 13F filing for Q2 2022, filed 19 Jul 2022.