WT Wealth Management’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

WT Wealth 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
2021 Q4	–	Sell	-8,743	Closed	-$203K	–	133
2021 Q3	$203K	Sell	8,743 -2,344	-21%	-$54.6K	0.08%	120
2021 Q2	$259K	Sell	11,087 -1,444	-12%	-$33.7K	0.1%	114
2021 Q1	$293K	Buy	12,531 +2,069	+20%	+$48.2K	0.14%	108
2020 Q4	$244K	Buy	10,462 +1,546	+17%	+$35.8K	0.13%	105
2020 Q3	$203K	Buy	+8,916	New	+$204K	0.13%	104

Other funds holding BSJM

AMG

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

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

CCC

Crescent Capital Consulting New Orleans, Louisiana $607M AUM 22.88% 1-Year Est. Return

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

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

WT Wealth Management's BSJM Position: Q4 2021 in Review

WT Wealth Management sold out of Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) in Q4 2021, closing a stake of 8,743 shares — an estimated $203K sold.

WT Wealth Management first reported a position in BSJM in Q3 2020 and held it in 5 quarters. The position peaked at $293K in Q1 2021. 156 funds tracked by Wall St. Rank hold BSJM as of Q4 2021.

WT Wealth Management reported no remaining Invesco BulletShares 2022 High Yield Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
WT Wealth Management sold 8,743 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q4 2021, an estimated $203K.
WT Wealth Management first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q3 2020 and held it in 5 quarters.
WT Wealth Management's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $293K in Q1 2021.
156 funds tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q4 2021.

Based on WT Wealth Management's 13F filing for Q4 2021, filed 19 Jan 2022.