Whitener Capital Management’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

Whitener Capital Management’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 Q4	–	Sell	-2,550	Closed	-$62K	–	472
2019 Q3	$62K	Hold	2,550	–	–	0.03%	206
2019 Q2	$62K	Hold	2,550	–	–	0.04%	204
2019 Q1	$62K	Buy	+2,550	New	+$61.7K	0.04%	197

Other funds holding BSJM

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

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

AMG

Advisors Management Group La Crosse, Wisconsin $549M AUM 29.35% 1-Year Est. Return

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

VWM

Vigilare Wealth Management Scottsdale, Arizona $326M AUM 21.58% 1-Year Est. Return

ACG

Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Whitener Capital Management's BSJM Position: Q4 2019 in Review

Whitener Capital Management sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q4 2019, closing a stake of 2,550 shares — an estimated $62K sold.

Whitener Capital Management first reported a position in BSJM in Q1 2019 and held it in 3 quarters. The position peaked at $62K in Q3 2019. 124 funds tracked by Wall St. Rank hold BSJM as of Q4 2019.

Whitener Capital Management reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
Whitener Capital Management sold 2,550 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q4 2019, an estimated $62K.
Whitener Capital Management first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q1 2019 and held it in 3 quarters.
Whitener Capital Management's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $62K in Q3 2019.
124 funds tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.