Winslow Evans & Crocker’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

Winslow Evans & Crocker’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 Q4	$0	Sell	15,685 -625	-4%	-$14.5K	﹤0.01%	1373
2020 Q3	$373K	Buy	16,310 +165	+1%	+$3.77K	0.09%	201
2020 Q2	$360K	Sell	16,145 -1,451	-8%	-$32.2K	0.1%	201
2020 Q1	$382K	Buy	17,596 +1,500	+9%	+$35.4K	0.13%	163
2019 Q4	$394K	Buy	16,096 +500	+3%	+$12.2K	0.1%	202
2019 Q3	$380K	Buy	15,596 +1,500	+11%	+$36.7K	0.11%	201
2019 Q2	$346K	Buy	14,096 +2,800	+25%	+$68.6K	0.1%	220
2019 Q1	$276K	Buy	11,296 +1,450	+15%	+$35.1K	0.08%	251
2018 Q4	$230K	Buy	+9,846	New	+$237K	0.08%	245

Other funds holding BSJM

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Winslow Evans & Crocker's BSJM Position: Q4 2020 in Review

Winslow Evans & Crocker reduced its Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) stake by 3.8% in Q4 2020, selling an estimated $14.5K and leaving 15,685 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1373.

Winslow Evans & Crocker first reported a position in BSJM in Q4 2018 and has held it in 9 quarters since. The position peaked at $394K in Q4 2019. 133 funds tracked by Wall St. Rank hold BSJM as of Q4 2020.

Winslow Evans & Crocker held 15,685 shares of Invesco BulletShares 2022 High Yield Corporate Bond ETF worth $0 as of Q4 2020.
Winslow Evans & Crocker sold 625 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q4 2020, an estimated $14.5K.
Invesco BulletShares 2022 High Yield Corporate Bond ETF made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #1373 holding.
Winslow Evans & Crocker first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q4 2018 and has held it in 9 quarters since.
Winslow Evans & Crocker's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $394K in Q4 2019.
133 funds tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.