BOPW
BSJL

Brandywine Oak Private Wealth’s Invesco BulletShares 2021 High Yield Corporate Bond ETF BSJL Stock Holding History

Brandywine Oak Private Wealth’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
2019
Q1 		– Sell
-4,122
Closed -$97K – 693
2018
Q4 		$97K Buy
+4,122
New +$100K 0.02% 280

Other funds holding BSJL

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AMG
Advisors Management Group La Crosse, Wisconsin $549M AUM 29.35% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Brandywine Oak Private Wealth's BSJL Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) in Q1 2019, closing a stake of 4,122 shares — an estimated $97K sold.

Brandywine Oak Private Wealth first reported a position in BSJL in Q4 2018 and held it in 1 quarter. The position peaked at $97K in Q4 2018. 103 funds tracked by Wall St. Rank hold BSJL as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining Invesco BulletShares 2021 High Yield Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 4,122 Invesco BulletShares 2021 High Yield Corporate Bond ETF shares in Q1 2019, an estimated $97K.
  • Brandywine Oak Private Wealth first reported a position in Invesco BulletShares 2021 High Yield Corporate Bond ETF in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's Invesco BulletShares 2021 High Yield Corporate Bond ETF position peaked at $97K in Q4 2018.
  • 103 funds tracked by Wall St. Rank held Invesco BulletShares 2021 High Yield Corporate Bond ETF as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.