BA
BSJK

Ballew Advisors’s Invesco BulletShares 2020 High Yield Corporate Bond ETF BSJK Stock Holding History

Ballew Advisors’s Portfolio BSJK Stock Details BSJK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-14,284
Closed -$334K – 116
2020
Q3 		$334K Hold
14,284
– – 0.28% 64
2020
Q2 		$334K Hold
14,284
– – 0.33% 63
2020
Q1 		$329K Hold
14,284
– – 0.37% 50
2019
Q4 		$342K Hold
14,284
– – 0.29% 66
2019
Q3 		$342K Sell
14,284
-873
-6% -$21K 0.31% 65
2019
Q2 		$365K Hold
15,157
– – 0.33% 63
2019
Q1 		$365K Hold
15,157
– – 0.34% 58
2018
Q4 		$364K Buy
15,157
+4,159
+38% +$99.5K 0.34% 58
2018
Q3 		$264K Hold
10,998
– – 0.24% 71
2018
Q2 		$267K Buy
10,998
+2
+0% +$49 0.3% 68
2018
Q1 		$268K Buy
10,996
+924
+9% +$22.6K 0.23% 78
2017
Q4 		$247K Buy
+10,072
New +$249K 0.25% 84

Other funds holding BSJK

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Ballew Advisors's BSJK Position: Q4 2020 in Review

Ballew Advisors sold out of Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) in Q4 2020, closing a stake of 14,284 shares — an estimated $334K sold.

Ballew Advisors first reported a position in BSJK in Q4 2017 and held it in 12 quarters. The position peaked at $365K in Q2 2019. 1 fund tracked by Wall St. Rank holds BSJK as of Q4 2020.

  • Ballew Advisors reported no remaining Invesco BulletShares 2020 High Yield Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Ballew Advisors sold 14,284 Invesco BulletShares 2020 High Yield Corporate Bond ETF shares in Q4 2020, an estimated $334K.
  • Ballew Advisors first reported a position in Invesco BulletShares 2020 High Yield Corporate Bond ETF in Q4 2017 and held it in 12 quarters.
  • Ballew Advisors's Invesco BulletShares 2020 High Yield Corporate Bond ETF position peaked at $365K in Q2 2019.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2020 High Yield Corporate Bond ETF as of Q4 2020.

Based on Ballew Advisors's 13F filing for Q4 2020, filed 13 Jan 2021.