WAS
BSJM

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

Wealth Advisory Solutions’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
2020
Q4 		– Sell
-13,450
Closed -$307K – 202
2020
Q3 		$307K Sell
13,450
-1,283
-9% -$29.3K 0.08% 141
2020
Q2 		$329K Buy
+14,733
New +$327K 0.09% 136

Other funds holding BSJM

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
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
AMG
Advisors Management Group La Crosse, Wisconsin $549M AUM 29.35% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealth Advisory Solutions's BSJM Position: Q4 2020 in Review

Wealth Advisory Solutions sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q4 2020, closing a stake of 13,450 shares — an estimated $307K sold.

Wealth Advisory Solutions first reported a position in BSJM in Q2 2020 and held it in 2 quarters. The position peaked at $329K in Q2 2020. 133 funds tracked by Wall St. Rank hold BSJM as of Q4 2020.

  • Wealth Advisory Solutions reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Wealth Advisory Solutions sold 13,450 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q4 2020, an estimated $307K.
  • Wealth Advisory Solutions first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q2 2020 and held it in 2 quarters.
  • Wealth Advisory Solutions's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $329K in Q2 2020.
  • 133 funds tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q4 2020.

Based on Wealth Advisory Solutions's 13F filing for Q4 2020, filed 28 Jan 2021.