Baird Financial Group
BSJL

Baird Financial Group’s Invesco BulletShares 2021 High Yield Corporate Bond ETF BSJL Stock Holding History

Baird Financial Group’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
-9,708
Closed -$224K – 1747
2020
Q4 		$224K Sell
9,708
-29,092
-75% -$671K ﹤0.01% 1473
2020
Q3 		$890K Sell
38,800
-10,008
-21% -$230K ﹤0.01% 977
2020
Q2 		$1.11M Buy
48,808
+83
+0.2% +$1.87K ﹤0.01% 895
2020
Q1 		$1.08M Sell
48,725
-13,503
-22% -$322K ﹤0.01% 868
2019
Q4 		$1.53M Buy
62,228
+2,252
+4% +$55.3K 0.01% 855
2019
Q3 		$1.48M Sell
59,976
-522
-0.9% -$12.9K 0.01% 866
2019
Q2 		$1.49M Buy
60,498
+3,253
+6% +$80.4K 0.01% 867
2019
Q1 		$1.42M Buy
57,245
+9,810
+21% +$240K 0.01% 761
2018
Q4 		$1.12M Buy
47,435
+4,733
+11% +$115K 0.01% 768
2018
Q3 		$1.06M Buy
42,702
+554
+1% +$13.7K 0.01% 839
2018
Q2 		$1.04M Buy
42,148
+5,316
+14% +$131K 0.01% 824
2018
Q1 		$908K Buy
36,832
+2,193
+6% +$54.3K 0.01% 851
2017
Q4 		$864K Buy
34,639
+3,112
+10% +$78.1K 0.01% 861
2017
Q3 		$797K Buy
+31,527
New +$792K 0.01% 864

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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Baird Financial Group's BSJL Position: Q1 2021 in Review

Baird Financial Group sold out of Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) in Q1 2021, closing a stake of 9,708 shares — an estimated $224K sold.

Baird Financial Group first reported a position in BSJL in Q3 2017 and held it in 14 quarters. The position peaked at $1.53M in Q4 2019. 129 funds tracked by Wall St. Rank hold BSJL as of Q1 2021.

  • Baird Financial Group reported no remaining Invesco BulletShares 2021 High Yield Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Baird Financial Group sold 9,708 Invesco BulletShares 2021 High Yield Corporate Bond ETF shares in Q1 2021, an estimated $224K.
  • Baird Financial Group first reported a position in Invesco BulletShares 2021 High Yield Corporate Bond ETF in Q3 2017 and held it in 14 quarters.
  • Baird Financial Group's Invesco BulletShares 2021 High Yield Corporate Bond ETF position peaked at $1.53M in Q4 2019.
  • 129 funds tracked by Wall St. Rank held Invesco BulletShares 2021 High Yield Corporate Bond ETF as of Q1 2021.

Based on Baird Financial Group's 13F filing for Q1 2021, filed 13 May 2021.