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

WealthSource 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
2022 Q1	–	Sell	-8,640	Closed	-$201K	–	634
2021 Q4	$201K	Sell	8,640 -218	-2%	-$5.06K	0.02%	528
2021 Q3	$206K	Buy	+8,858	New	+$206K	0.02%	480
2021 Q1	–	Sell	-8,604	Closed	-$201K	–	459
2020 Q4	$201K	Sell	8,604 -746	-8%	-$17.3K	0.02%	364
2020 Q3	$214K	Hold	9,350	–	–	0.03%	321
2020 Q2	$209K	Hold	9,350	–	–	0.03%	306
2020 Q1	$203K	Hold	9,350	–	–	0.03%	307
2019 Q4	$229K	Buy	9,350 +495	+6%	+$12K	0.03%	369
2019 Q3	$216K	Buy	+8,855	New	+$216K	0.03%	399

Other funds holding BSJM

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

WealthSource Partners's BSJM Position: Q1 2022 in Review

WealthSource Partners sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q1 2022, closing a stake of 8,640 shares — an estimated $201K sold.

WealthSource Partners first reported a position in BSJM in Q3 2019 and held it in 8 quarters. The position peaked at $229K in Q4 2019. 140 funds tracked by Wall St. Rank hold BSJM as of Q1 2022.

WealthSource Partners reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
WealthSource Partners sold 8,640 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q1 2022, an estimated $201K.
WealthSource Partners first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q3 2019 and held it in 8 quarters.
WealthSource Partners's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $229K in Q4 2019.
140 funds tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q1 2022.

Based on WealthSource Partners's 13F filing for Q1 2022, filed 9 May 2022.