American Institute for Advanced Investment Management’s Invesco BulletShares 2021 High Yield Corporate Bond ETF BSJL Stock Holding History

American Institute for Advanced Investment Management’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	-19,275	Closed	-$444K	–	125
2021 Q2	$444K	Sell	19,275 -23,679	-55%	-$546K	0.31%	71
2021 Q1	$991K	Sell	42,954 -27,192	-39%	-$627K	0.76%	42
2020 Q4	$1.62M	Sell	70,146 -757	-1%	-$17.5K	1.3%	25
2020 Q3	$1.63M	Buy	70,903 +442	+0.6%	+$10.2K	1.46%	24
2020 Q2	$1.6M	Sell	70,461 -7,079	-9%	-$160K	1.51%	24
2020 Q1	$1.72M	Buy	77,540 +13,810	+22%	+$329K	1.86%	15
2019 Q4	$1.57M	Buy	+63,730	New	+$1.57M	1.52%	24

Other funds holding BSJL

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $1.6B AUM 29.08% 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 $20.5B AUM 24.45% 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

American Institute for Advanced Investment Management's BSJL Position: Q3 2021 in Review

American Institute for Advanced Investment Management sold out of Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) in Q3 2021, closing a stake of 19,275 shares — an estimated $444K sold.

American Institute for Advanced Investment Management first reported a position in BSJL in Q4 2019 and held it in 7 quarters. The position peaked at $1.72M in Q1 2020. 110 funds tracked by Wall St. Rank hold BSJL as of Q3 2021.

American Institute for Advanced Investment Management reported no remaining Invesco BulletShares 2021 High Yield Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
American Institute for Advanced Investment Management sold 19,275 Invesco BulletShares 2021 High Yield Corporate Bond ETF shares in Q3 2021, an estimated $444K.
American Institute for Advanced Investment Management first reported a position in Invesco BulletShares 2021 High Yield Corporate Bond ETF in Q4 2019 and held it in 7 quarters.
American Institute for Advanced Investment Management's Invesco BulletShares 2021 High Yield Corporate Bond ETF position peaked at $1.72M in Q1 2020.
110 funds tracked by Wall St. Rank held Invesco BulletShares 2021 High Yield Corporate Bond ETF as of Q3 2021.

Based on American Institute for Advanced Investment Management's 13F filing for Q3 2021, filed 19 Oct 2021.