1834 Investment Advisors’s Invesco BulletShares 2021 High Yield Corporate Bond ETF BSJL Stock Holding History

1834 Investment Advisors’s Portfolio BSJL Stock Details BSJL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-500	Closed	-$12K	–	534
2021 Q2	$12K	Hold	500	–	–	﹤0.01%	405
2021 Q1	$12K	Hold	500	–	–	﹤0.01%	372
2020 Q4	$12K	Hold	500	–	–	﹤0.01%	360
2020 Q3	$11K	Hold	500	–	–	﹤0.01%	336
2020 Q2	$11K	Sell	500 -7,400	-94%	-$167K	﹤0.01%	323
2020 Q1	$175K	Hold	7,900	–	–	0.03%	187
2019 Q4	$195K	Hold	7,900	–	–	0.03%	198
2019 Q3	$194K	Sell	7,900 -860	-10%	-$21.2K	0.03%	206
2019 Q2	$216K	Hold	8,760	–	–	0.03%	184
2019 Q1	$216K	Buy	8,760 +500	+6%	+$12.3K	0.03%	190
2018 Q4	$195K	Buy	8,260 +560	+7%	+$13.6K	0.03%	178
2018 Q3	$191K	Hold	7,700	–	–	0.03%	196
2018 Q2	$189K	Buy	+7,700	New	+$190K	0.03%	183
2018 Q1	–	Sell	-7,800	Closed	-$195K	–	485
2017 Q4	$195K	Buy	+7,800	New	+$196K	0.03%	173

Other funds holding BSJL

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IWC

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

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

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

1834 Investment Advisors's BSJL Position: Q3 2021 in Review

1834 Investment Advisors sold out of Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) in Q3 2021, closing a stake of 500 shares — an estimated $12K sold.

1834 Investment Advisors first reported a position in BSJL in Q4 2017 and held it in 14 quarters. The position peaked at $216K in Q2 2019. 110 funds tracked by Wall St. Rank hold BSJL as of Q3 2021.

1834 Investment Advisors reported no remaining Invesco BulletShares 2021 High Yield Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
1834 Investment Advisors sold 500 Invesco BulletShares 2021 High Yield Corporate Bond ETF shares in Q3 2021, an estimated $12K.
1834 Investment Advisors first reported a position in Invesco BulletShares 2021 High Yield Corporate Bond ETF in Q4 2017 and held it in 14 quarters.
1834 Investment Advisors's Invesco BulletShares 2021 High Yield Corporate Bond ETF position peaked at $216K in Q2 2019.
110 funds tracked by Wall St. Rank held Invesco BulletShares 2021 High Yield Corporate Bond ETF as of Q3 2021.

Based on 1834 Investment Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.