WQ
BSJM

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

Wealth Quarterback’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
Q3 		$24K Buy
997
+8
+0.8% +$186 0.02% 338
2021
Q2 		$24K Buy
+989
New +$23.1K 0.01% 325
2020
Q2 		– Sell
-6,064
Closed -$112K – 859
2020
Q1 		$112K Sell
6,064
-87,406
-94% -$2.06M 0.1% 144
2019
Q4 		$95.8K Buy
+93,470
New +$2.27M 0.08% 165

Other funds holding BSJM

Wells Fargo
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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wealth Quarterback's BSJM Position: Q3 2021 in Review

Wealth Quarterback increased its Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) stake by 0.81% in Q3 2021, buying an estimated $186 and bringing the position to 997 shares worth $24K. The position accounts for 0.02% of the portfolio, ranked #338.

Wealth Quarterback first reported a position in BSJM in Q4 2019 and has held it in 4 quarters since. The position peaked at $112K in Q1 2020. 138 funds tracked by Wall St. Rank hold BSJM as of Q3 2021.

  • Wealth Quarterback held 997 shares of Invesco BulletShares 2022 High Yield Corporate Bond ETF worth $24K as of Q3 2021.
  • Wealth Quarterback bought 8 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q3 2021, an estimated $186.
  • Invesco BulletShares 2022 High Yield Corporate Bond ETF made up 0.02% of Wealth Quarterback's portfolio in Q3 2021, its #338 holding.
  • Wealth Quarterback first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $112K in Q1 2020.
  • 138 funds tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.