BFA
BSJK

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

Beaumont Financial 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
-21,246
Closed -$496K – 364
2020
Q3 		$496K Sell
21,246
-45,718
-68% -$1.07M 0.05% 196
2020
Q2 		$1.56M Sell
66,964
-17,475
-21% -$405K 0.16% 103
2020
Q1 		$1.94M Sell
84,439
-137,452
-62% -$3.24M 0.25% 69
2019
Q4 		$5.31M Buy
221,891
+46,423
+26% +$1.11M 0.52% 53
2019
Q3 		$4.2M Buy
175,468
+39,105
+29% +$939K 0.42% 59
2019
Q2 		$3.29M Buy
136,363
+34,312
+34% +$826K 0.34% 71
2019
Q1 		$2.46M Buy
102,051
+61,432
+151% +$1.47M 0.26% 79
2018
Q4 		$952K Buy
40,619
+29,604
+269% +$708K 0.16% 85
2018
Q3 		$268K Buy
+11,015
New +$268K 0.03% 193

Other funds holding BSJK

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

Beaumont Financial Advisors's BSJK Position: Q4 2020 in Review

Beaumont Financial Advisors sold out of Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) in Q4 2020, closing a stake of 21,246 shares — an estimated $496K sold.

Beaumont Financial Advisors first reported a position in BSJK in Q3 2018 and held it in 9 quarters. The position peaked at $5.31M in Q4 2019. 1 fund tracked by Wall St. Rank holds BSJK as of Q4 2020.

  • Beaumont Financial Advisors reported no remaining Invesco BulletShares 2020 High Yield Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Beaumont Financial Advisors sold 21,246 Invesco BulletShares 2020 High Yield Corporate Bond ETF shares in Q4 2020, an estimated $496K.
  • Beaumont Financial Advisors first reported a position in Invesco BulletShares 2020 High Yield Corporate Bond ETF in Q3 2018 and held it in 9 quarters.
  • Beaumont Financial Advisors's Invesco BulletShares 2020 High Yield Corporate Bond ETF position peaked at $5.31M in Q4 2019.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2020 High Yield Corporate Bond ETF as of Q4 2020.

Based on Beaumont Financial Advisors's 13F filing for Q4 2020, filed 8 Feb 2021.