BFA
BSJL

Beaumont Financial Advisors’s Invesco BulletShares 2021 High Yield Corporate Bond ETF BSJL Stock Holding History

Beaumont Financial Advisors’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
-14,506
Closed -$333K – 380
2021
Q3 		$333K Hold
14,506
– – 0.03% 259
2021
Q2 		$334K Hold
14,506
– – 0.03% 276
2021
Q1 		$335K Sell
14,506
-19,339
-57% -$446K 0.03% 253
2020
Q4 		$782K Sell
33,845
-37,621
-53% -$868K 0.07% 158
2020
Q3 		$1.64M Sell
71,466
-6,116
-8% -$141K 0.16% 105
2020
Q2 		$1.76M Sell
77,582
-45,930
-37% -$1.04M 0.18% 96
2020
Q1 		$2.73M Sell
123,512
-91,313
-43% -$2.18M 0.35% 57
2019
Q4 		$5.3M Buy
214,825
+47,845
+29% +$1.18M 0.52% 54
2019
Q3 		$4.11M Buy
166,980
+117,663
+239% +$2.9M 0.41% 61
2019
Q2 		$1.22M Buy
49,317
+35,997
+270% +$890K 0.13% 107
2019
Q1 		$329K Buy
+13,320
New +$326K 0.04% 177

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

Beaumont Financial Advisors's BSJL Position: Q4 2021 in Review

Beaumont Financial Advisors sold out of Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) in Q4 2021, closing a stake of 14,506 shares — an estimated $333K sold.

Beaumont Financial Advisors first reported a position in BSJL in Q1 2019 and held it in 11 quarters. The position peaked at $5.3M in Q4 2019. 0 funds tracked by Wall St. Rank hold BSJL as of Q4 2021.

  • Beaumont Financial Advisors reported no remaining Invesco BulletShares 2021 High Yield Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Beaumont Financial Advisors sold 14,506 Invesco BulletShares 2021 High Yield Corporate Bond ETF shares in Q4 2021, an estimated $333K.
  • Beaumont Financial Advisors first reported a position in Invesco BulletShares 2021 High Yield Corporate Bond ETF in Q1 2019 and held it in 11 quarters.
  • Beaumont Financial Advisors's Invesco BulletShares 2021 High Yield Corporate Bond ETF position peaked at $5.3M in Q4 2019.
  • 0 funds tracked by Wall St. Rank held Invesco BulletShares 2021 High Yield Corporate Bond ETF as of Q4 2021.

Based on Beaumont Financial Advisors's 13F filing for Q4 2021, filed 7 Feb 2022.