BC
BSJL

Burney Company’s Invesco BulletShares 2021 High Yield Corporate Bond ETF BSJL Stock Holding History

Burney Company’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
Q2 		– Sell
-31,127
Closed -$689K – 503
2020
Q1 		$689K Buy
+31,127
New +$742K 0.05% 271
2018
Q3 		– Sell
-19,168
Closed -$472K – 479
2018
Q2 		$472K Buy
+19,168
New +$472K 0.03% 323

Other funds holding BSJL

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Burney Company's BSJL Position: Q2 2020 in Review

Burney Company sold out of Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) in Q2 2020, closing a stake of 31,127 shares — an estimated $689K sold.

Burney Company first reported a position in BSJL in Q2 2018 and held it in 2 quarters. The position peaked at $689K in Q1 2020. 136 funds tracked by Wall St. Rank hold BSJL as of Q2 2020.

  • Burney Company reported no remaining Invesco BulletShares 2021 High Yield Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Burney Company sold 31,127 Invesco BulletShares 2021 High Yield Corporate Bond ETF shares in Q2 2020, an estimated $689K.
  • Burney Company first reported a position in Invesco BulletShares 2021 High Yield Corporate Bond ETF in Q2 2018 and held it in 2 quarters.
  • Burney Company's Invesco BulletShares 2021 High Yield Corporate Bond ETF position peaked at $689K in Q1 2020.
  • 136 funds tracked by Wall St. Rank held Invesco BulletShares 2021 High Yield Corporate Bond ETF as of Q2 2020.

Based on Burney Company's 13F filing for Q2 2020, filed 13 Aug 2020.