Valeo Financial Advisors’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

Valeo Financial 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	-4,045	Closed	-$94K	–	2026
2021 Q1	$94K	Sell	4,045 -5,000	-55%	-$116K	﹤0.01%	650
2020 Q4	$211K	Buy	9,045 +4,000	+79%	+$92.6K	0.01%	409
2020 Q3	$115K	Sell	5,045 -1,000	-17%	-$22.9K	0.01%	446
2020 Q2	$135K	Hold	6,045	–	–	0.01%	410
2020 Q1	$137K	Buy	6,045 +5,700	+1,652%	+$134K	0.01%	357
2019 Q4	$8K	Hold	345	–	–	﹤0.01%	1178
2019 Q3	$8K	Buy	345 +300	+667%	+$7.33K	﹤0.01%	1100
2019 Q2	$1K	Buy	+45	New	+$1.1K	﹤0.01%	1520
2018 Q4	–	Sell	-1,000	Closed	-$24K	–	1793
2018 Q3	$24K	Buy	+1,000	New	+$24.6K	﹤0.01%	726

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

Valeo Financial Advisors's BSJM Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q2 2021, closing a stake of 4,045 shares — an estimated $94K sold.

Valeo Financial Advisors first reported a position in BSJM in Q3 2018 and held it in 9 quarters. The position peaked at $211K in Q4 2020. 143 funds tracked by Wall St. Rank hold BSJM as of Q2 2021.

Valeo Financial Advisors reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 4,045 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q2 2021, an estimated $94K.
Valeo Financial Advisors first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q3 2018 and held it in 9 quarters.
Valeo Financial Advisors's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $211K in Q4 2020.
143 funds tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.