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

Strategic Wealth Management 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 Q2	$2.19M	Buy	93,857 +11,547	+14%	+$269K	0.8%	21
2021 Q1	$1.92M	Buy	82,310 +35,336	+75%	+$823K	0.73%	23
2020 Q4	$1.1M	Buy	46,974 +18,541	+65%	+$429K	0.47%	29
2020 Q3	$650K	Buy	28,433 +6,530	+30%	+$149K	0.32%	46
2020 Q2	$488K	Buy	+21,903	New	+$486K	0.29%	51

Other funds holding BSJM

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

AMG

Advisors Management Group La Crosse, Wisconsin $549M AUM 29.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

CCC

Crescent Capital Consulting New Orleans, Louisiana $607M AUM 22.88% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 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

IAS

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

Strategic Wealth Management Group's BSJM Position: Q2 2021 in Review

Strategic Wealth Management Group increased its Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) stake by 14% in Q2 2021, buying an estimated $269K and bringing the position to 93,857 shares worth $2.19M. The position accounts for 0.8% of the portfolio, ranked #21.

Strategic Wealth Management Group first reported a position in BSJM in Q2 2020 and has held it in 5 quarters since. 143 funds tracked by Wall St. Rank hold BSJM as of Q2 2021.

Strategic Wealth Management Group held 93,857 shares of Invesco BulletShares 2022 High Yield Corporate Bond ETF worth $2.19M as of Q2 2021.
Strategic Wealth Management Group bought 11,547 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q2 2021, an estimated $269K.
Invesco BulletShares 2022 High Yield Corporate Bond ETF made up 0.8% of Strategic Wealth Management Group's portfolio in Q2 2021, its #21 holding.
Strategic Wealth Management Group first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q2 2020 and has held it in 5 quarters since.
143 funds tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q2 2021.

Based on Strategic Wealth Management Group's 13F filing for Q2 2021, filed 13 Aug 2021.