WESPAC Advisors’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

WESPAC Advisors’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	-9,385	Closed	-$218K	–	158
2021 Q4	$218K	Sell	9,385 -242	-3%	-$5.62K	0.15%	139
2021 Q3	$224K	Buy	+9,627	New	+$224K	0.14%	155
2020 Q1	–	Sell	-10,079	Closed	-$246K	–	100
2019 Q4	$246K	Buy	+10,079	New	+$245K	0.24%	86
2019 Q3	–	Sell	-12,134	Closed	-$298K	–	128
2019 Q2	$298K	Buy	12,134 +2,716	+29%	+$66.5K	0.22%	86
2019 Q1	$230K	Buy	+9,418	New	+$228K	0.16%	117

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

WESPAC Advisors's BSJM Position: Q1 2022 in Review

WESPAC Advisors sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q1 2022, closing a stake of 9,385 shares — an estimated $218K sold.

WESPAC Advisors first reported a position in BSJM in Q1 2019 and held it in 5 quarters. The position peaked at $298K in Q2 2019. 140 funds tracked by Wall St. Rank hold BSJM as of Q1 2022.

WESPAC Advisors reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
WESPAC Advisors sold 9,385 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q1 2022, an estimated $218K.
WESPAC Advisors first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q1 2019 and held it in 5 quarters.
WESPAC Advisors's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $298K in Q2 2019.
140 funds tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q1 2022.

Based on WESPAC Advisors's 13F filing for Q1 2022, filed 27 Apr 2022.