AJ Wealth Strategies’s Invesco BulletShares 2021 High Yield Corporate Bond ETF BSJL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-347,273
Closed -$7.98M 327
2021
Q3
$7.98M Sell
347,273
-19,871
-5% -$457K 0.43% 34
2021
Q2
$8.45M Sell
367,144
-756,967
-67% -$17.4M 0.5% 25
2021
Q1
$25.9M Buy
1,124,111
+994,191
+765% +$22.9M 1.84% 12
2020
Q4
$3M Buy
+129,920
New +$3M 0.26% 43

Other funds holding BSJL

AJ Wealth Strategies's BSJL Position: Q4 2021 in Review

AJ Wealth Strategies sold out of Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) in Q4 2021, closing a stake of 347,273 shares — an estimated $7.98M sold.

AJ Wealth Strategies first reported a position in BSJL in Q4 2020 and held it in 4 quarters. The position peaked at $25.9M in Q1 2021. 0 funds tracked by Wall St. Rank hold BSJL as of Q4 2021.

  • AJ Wealth Strategies reported no remaining Invesco BulletShares 2021 High Yield Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • AJ Wealth Strategies sold 347,273 Invesco BulletShares 2021 High Yield Corporate Bond ETF shares in Q4 2021, an estimated $7.98M.
  • AJ Wealth Strategies first reported a position in Invesco BulletShares 2021 High Yield Corporate Bond ETF in Q4 2020 and held it in 4 quarters.
  • AJ Wealth Strategies's Invesco BulletShares 2021 High Yield Corporate Bond ETF position peaked at $25.9M in Q1 2021.
  • 0 funds tracked by Wall St. Rank held Invesco BulletShares 2021 High Yield Corporate Bond ETF as of Q4 2021.

Based on AJ Wealth Strategies's 13F filing for Q4 2021, filed 26 Jan 2022.