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

Aspen 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	-45,042	Closed	-$1.04M	–	154
2020 Q4	$1.04M	Buy	45,042 +4,950	+12%	+$114K	0.62%	56
2020 Q3	$920K	Sell	40,092 -519	-1%	-$11.9K	0.61%	54
2020 Q2	$921K	Sell	40,611 -831	-2%	-$18.7K	0.66%	50
2020 Q1	$918K	Sell	41,442 -188	-0.5%	-$4.48K	0.8%	33
2019 Q4	$1.03M	Buy	41,630 +400	+1%	+$9.83K	0.64%	50
2019 Q3	$1.01M	Sell	41,230 -200	-0.5%	-$4.93K	0.68%	53
2019 Q2	$1.02M	Buy	41,430 +11,131	+37%	+$275K	0.67%	53
2019 Q1	$749K	Buy	30,299 +5,001	+20%	+$123K	0.52%	64
2018 Q4	$599K	Sell	25,298 -78	-0.3%	-$1.9K	0.48%	66
2018 Q3	$629K	Sell	25,376 -448	-2%	-$11.1K	0.42%	73
2018 Q2	$635K	Buy	25,824 +67	+0.3%	+$1.65K	0.44%	73
2018 Q1	$635K	Buy	25,757 +9,196	+56%	+$228K	0.46%	70
2017 Q4	$413K	Buy	+16,561	New	+$416K	0.29%	98

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

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

Aspen Investment Management sold out of Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) in Q1 2021, closing a stake of 45,042 shares — an estimated $1.04M sold.

Aspen Investment Management first reported a position in BSJL in Q4 2017 and held it in 13 quarters. The position peaked at $1.04M in Q4 2020. 129 funds tracked by Wall St. Rank hold BSJL as of Q1 2021.

Aspen Investment Management reported no remaining Invesco BulletShares 2021 High Yield Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
Aspen Investment Management sold 45,042 Invesco BulletShares 2021 High Yield Corporate Bond ETF shares in Q1 2021, an estimated $1.04M.
Aspen Investment Management first reported a position in Invesco BulletShares 2021 High Yield Corporate Bond ETF in Q4 2017 and held it in 13 quarters.
Aspen Investment Management's Invesco BulletShares 2021 High Yield Corporate Bond ETF position peaked at $1.04M in Q4 2020.
129 funds tracked by Wall St. Rank held Invesco BulletShares 2021 High Yield Corporate Bond ETF as of Q1 2021.

Based on Aspen Investment Management's 13F filing for Q1 2021, filed 10 Jun 2021.