WP
BSJM

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

WealthPLAN 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
2020
Q3 		– Sell
-26,504
Closed -$607K – 336
2020
Q2 		$607K Sell
26,504
-3,469
-12% -$77K 0.06% 163
2020
Q1 		$652K Buy
+29,973
New +$707K 0.08% 134

Other funds holding BSJM

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $1.89T AUM 35.08% 1-Year Est. Return
AMG
Advisors Management Group La Crosse, Wisconsin $604M AUM 64.38% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

WealthPLAN Partners's BSJM Position: Q3 2020 in Review

WealthPLAN Partners sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q3 2020, closing a stake of 26,504 shares — an estimated $607K sold.

WealthPLAN Partners first reported a position in BSJM in Q1 2020 and held it in 2 quarters. The position peaked at $652K in Q1 2020. 121 funds tracked by Wall St. Rank hold BSJM as of Q3 2020.

  • WealthPLAN Partners reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
  • WealthPLAN Partners sold 26,504 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q3 2020, an estimated $607K.
  • WealthPLAN Partners first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q1 2020 and held it in 2 quarters.
  • WealthPLAN Partners's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $652K in Q1 2020.
  • 121 funds tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q3 2020.

Based on WealthPLAN Partners's 13F filing for Q3 2020, filed 18 Dec 2020.