Anchor Investment Management’s Invesco BulletShares 2021 High Yield Corporate Bond ETF BSJL Stock Holding History

Anchor 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 Q1	–	Sell	-9,111	Closed	-$210K	–	1017
2020 Q4	$210K	Hold	9,111	–	–	0.04%	291
2020 Q3	$209K	Sell	9,111 -700	-7%	-$16.1K	0.04%	271
2020 Q2	$223K	Hold	9,811	–	–	0.05%	249
2020 Q1	$217K	Buy	9,811 +26	+0.3%	+$620	0.06%	228
2019 Q4	$241K	Hold	9,785	–	–	0.05%	270
2019 Q3	$241K	Hold	9,785	–	–	0.06%	260
2019 Q2	$242K	Buy	9,785 +800	+9%	+$19.8K	0.06%	261
2019 Q1	$222K	Hold	8,985	–	–	0.06%	267
2018 Q4	$213K	Buy	8,985 +35	+0.4%	+$851	0.06%	261
2018 Q3	$222K	Buy	8,950 +500	+6%	+$12.4K	0.05%	281
2018 Q2	$208K	Hold	8,450	–	–	0.05%	293
2018 Q1	$208K	Buy	8,450 +700	+9%	+$17.3K	0.05%	291
2017 Q4	$193K	Buy	7,750 +3,146	+68%	+$78.9K	0.05%	289
2017 Q3	$116K	Buy	+4,604	New	+$116K	0.03%	331

Other funds holding BSJL

AWS

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

IAS

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

GCP

Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

UCFA

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

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

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

Anchor Investment Management's BSJL Position: Q1 2021 in Review

Anchor Investment Management sold out of Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) in Q1 2021, closing a stake of 9,111 shares — an estimated $210K sold.

Anchor Investment Management first reported a position in BSJL in Q3 2017 and held it in 14 quarters. The position peaked at $242K in Q2 2019. 129 funds tracked by Wall St. Rank hold BSJL as of Q1 2021.

Anchor Investment Management reported no remaining Invesco BulletShares 2021 High Yield Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
Anchor Investment Management sold 9,111 Invesco BulletShares 2021 High Yield Corporate Bond ETF shares in Q1 2021, an estimated $210K.
Anchor Investment Management first reported a position in Invesco BulletShares 2021 High Yield Corporate Bond ETF in Q3 2017 and held it in 14 quarters.
Anchor Investment Management's Invesco BulletShares 2021 High Yield Corporate Bond ETF position peaked at $242K in Q2 2019.
129 funds tracked by Wall St. Rank held Invesco BulletShares 2021 High Yield Corporate Bond ETF as of Q1 2021.

Based on Anchor Investment Management's 13F filing for Q1 2021, filed 2 Jan 2024.