BWM
BSJL

BCS Wealth Management’s Invesco BulletShares 2021 High Yield Corporate Bond ETF BSJL Stock Holding History

BCS Wealth 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
Q4 		– Sell
-256,230
Closed -$5.89M – 203
2021
Q3 		$5.89M Sell
256,230
-16,374
-6% -$377K 2.5% 8
2021
Q2 		$6.27M Sell
272,604
-2,197
-0.8% -$50.6K 3.33% 5
2021
Q1 		$6.34M Buy
274,801
+19,695
+8% +$454K 3.01% 6
2020
Q4 		$5.89M Buy
255,106
+55,060
+28% +$1.27M 3.06% 6
2020
Q3 		$4.59M Buy
200,046
+17,105
+9% +$394K 2.59% 10
2020
Q2 		$4.15M Buy
182,941
+112
+0.1% +$2.53K 2.49% 10
2020
Q1 		$4.05M Buy
182,829
+23,295
+15% +$555K 2.84% 10
2019
Q4 		$3.94M Buy
+159,534
New +$3.92M 2.62% 11

Other funds holding BSJL

HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

BCS Wealth Management's BSJL Position: Q4 2021 in Review

BCS Wealth Management sold out of Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) in Q4 2021, closing a stake of 256,230 shares — an estimated $5.89M sold.

BCS Wealth Management first reported a position in BSJL in Q4 2019 and held it in 8 quarters. The position peaked at $6.34M in Q1 2021. 0 funds tracked by Wall St. Rank hold BSJL as of Q4 2021.

  • BCS Wealth Management reported no remaining Invesco BulletShares 2021 High Yield Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • BCS Wealth Management sold 256,230 Invesco BulletShares 2021 High Yield Corporate Bond ETF shares in Q4 2021, an estimated $5.89M.
  • BCS Wealth Management first reported a position in Invesco BulletShares 2021 High Yield Corporate Bond ETF in Q4 2019 and held it in 8 quarters.
  • BCS Wealth Management's Invesco BulletShares 2021 High Yield Corporate Bond ETF position peaked at $6.34M in Q1 2021.
  • 0 funds tracked by Wall St. Rank held Invesco BulletShares 2021 High Yield Corporate Bond ETF as of Q4 2021.

Based on BCS Wealth Management's 13F filing for Q4 2021, filed 18 Jan 2022.