TCA
BSJM

Transcend Capital Advisors’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

Transcend Capital Advisors’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 		– Sell
-16,365
Closed -$383K – 454
2021
Q1 		$383K Buy
+16,365
New +$381K 0.05% 281

Other funds holding BSJM

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AMG
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
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

Transcend Capital Advisors's BSJM Position: Q2 2021 in Review

Transcend Capital Advisors sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q2 2021, closing a stake of 16,365 shares — an estimated $383K sold.

Transcend Capital Advisors first reported a position in BSJM in Q1 2021 and held it in 1 quarter. The position peaked at $383K in Q1 2021. 143 funds tracked by Wall St. Rank hold BSJM as of Q2 2021.

  • Transcend Capital Advisors reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Transcend Capital Advisors sold 16,365 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q2 2021, an estimated $383K.
  • Transcend Capital Advisors first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q1 2021 and held it in 1 quarter.
  • Transcend Capital Advisors's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $383K in Q1 2021.
  • 143 funds tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q2 2021.

Based on Transcend Capital Advisors's 13F filing for Q2 2021, filed 13 Aug 2021.