BAM
BSJL

Belpointe Asset Management’s Invesco BulletShares 2021 High Yield Corporate Bond ETF BSJL Stock Holding History

Belpointe Asset 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
2020
Q1 		– Sell
-15,545
Closed -$383K – 826
2019
Q4 		$383K Buy
15,545
+11,449
+280% +$281K 0.05% 377
2019
Q3 		$101K Buy
+4,096
New +$101K 0.02% 670

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UCFA
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GCP
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AMG
Advisors Management Group La Crosse, Wisconsin $549M AUM 29.35% 1-Year Est. Return

Belpointe Asset Management's BSJL Position: Q1 2020 in Review

Belpointe Asset Management sold out of Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) in Q1 2020, closing a stake of 15,545 shares — an estimated $383K sold.

Belpointe Asset Management first reported a position in BSJL in Q3 2019 and held it in 2 quarters. The position peaked at $383K in Q4 2019. 134 funds tracked by Wall St. Rank hold BSJL as of Q1 2020.

  • Belpointe Asset Management reported no remaining Invesco BulletShares 2021 High Yield Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Belpointe Asset Management sold 15,545 Invesco BulletShares 2021 High Yield Corporate Bond ETF shares in Q1 2020, an estimated $383K.
  • Belpointe Asset Management first reported a position in Invesco BulletShares 2021 High Yield Corporate Bond ETF in Q3 2019 and held it in 2 quarters.
  • Belpointe Asset Management's Invesco BulletShares 2021 High Yield Corporate Bond ETF position peaked at $383K in Q4 2019.
  • 134 funds tracked by Wall St. Rank held Invesco BulletShares 2021 High Yield Corporate Bond ETF as of Q1 2020.

Based on Belpointe Asset Management's 13F filing for Q1 2020, filed 20 Jul 2020.