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

Stratos Wealth Partners’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	-10,903	Closed	-$254K	–	1177
2020 Q4	$254K	Sell	10,903 -2,295	-17%	-$53.1K	0.01%	912
2020 Q3	$302K	Sell	13,198 -997	-7%	-$22.8K	0.01%	785
2020 Q2	$317K	Sell	14,195 -1,795	-11%	-$39.8K	0.01%	749
2020 Q1	$346K	Buy	15,990 +2,220	+16%	+$52.4K	0.02%	638
2019 Q4	$337K	Buy	+13,770	New	+$335K	0.01%	708

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

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 Chicago, Illinois $374B AUM 17.66% 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

Stratos Wealth Partners's BSJM Position: Q1 2021 in Review

Stratos Wealth Partners sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q1 2021, closing a stake of 10,903 shares — an estimated $254K sold.

Stratos Wealth Partners first reported a position in BSJM in Q4 2019 and held it in 5 quarters. The position peaked at $346K in Q1 2020. 145 funds tracked by Wall St. Rank hold BSJM as of Q1 2021.

Stratos Wealth Partners reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
Stratos Wealth Partners sold 10,903 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q1 2021, an estimated $254K.
Stratos Wealth Partners first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q4 2019 and held it in 5 quarters.
Stratos Wealth Partners's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $346K in Q1 2020.
145 funds tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q1 2021.

Based on Stratos Wealth Partners's 13F filing for Q1 2021, filed 27 Apr 2021.