Wealthspire Advisors (Maryland)’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-446	Closed	-$11K	–	2260
2019 Q1	$11K	Sell	446 -4,784	-91%	-$116K	﹤0.01%	1511
2018 Q4	$121K	Buy	5,230 +81	+2%	+$1.95K	0.01%	546
2018 Q3	$127K	Buy	5,149 +77	+2%	+$1.89K	0.01%	597
2018 Q2	$124K	Buy	5,072 +67	+1%	+$1.65K	0.01%	618
2018 Q1	$123K	Buy	5,005 +71	+1%	+$1.76K	0.01%	635
2017 Q4	$123K	Sell	4,934 -167	-3%	-$4.2K	0.01%	636
2017 Q3	$130K	Buy	5,101 +297	+6%	+$7.52K	0.01%	613
2017 Q2	$122K	Buy	+4,804	New	+$122K	0.01%	614

Other funds holding BSJM

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 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

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

Wealthspire Advisors (Maryland)'s BSJM Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q2 2019, closing a stake of 446 shares — an estimated $11K sold.

Wealthspire Advisors (Maryland) first reported a position in BSJM in Q2 2017 and held it in 8 quarters. The position peaked at $130K in Q3 2017. 101 funds tracked by Wall St. Rank hold BSJM as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 446 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q2 2019, an estimated $11K.
Wealthspire Advisors (Maryland) first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q2 2017 and held it in 8 quarters.
Wealthspire Advisors (Maryland)'s Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $130K in Q3 2017.
101 funds tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.