Capital Asset Advisory Services’s Invesco BulletShares 2021 High Yield Corporate Bond ETF BSJL Stock Holding History

Capital Asset Advisory Services’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 Q1	–	Sell	-601	Closed	-$14K	–	1632
2020 Q4	$14K	Buy	+601	New	+$13.9K	﹤0.01%	1008

Other funds holding BSJL

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

GCP

Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Capital Asset Advisory Services's BSJL Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) in Q1 2021, closing a stake of 601 shares — an estimated $14K sold.

Capital Asset Advisory Services first reported a position in BSJL in Q4 2020 and held it in 1 quarter. The position peaked at $14K in Q4 2020. 129 funds tracked by Wall St. Rank hold BSJL as of Q1 2021.

Capital Asset Advisory Services reported no remaining Invesco BulletShares 2021 High Yield Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
Capital Asset Advisory Services sold 601 Invesco BulletShares 2021 High Yield Corporate Bond ETF shares in Q1 2021, an estimated $14K.
Capital Asset Advisory Services first reported a position in Invesco BulletShares 2021 High Yield Corporate Bond ETF in Q4 2020 and held it in 1 quarter.
Capital Asset Advisory Services's Invesco BulletShares 2021 High Yield Corporate Bond ETF position peaked at $14K in Q4 2020.
129 funds tracked by Wall St. Rank held Invesco BulletShares 2021 High Yield Corporate Bond ETF as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.