Castleview Partners’s Invesco BulletShares 2021 High Yield Corporate Bond ETF BSJL Stock Holding History

Castleview Partners’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 Q2	$92K	Buy	+4,007	New	+$92.3K	0.04%	310

Other funds holding BSJL

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

IAS

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

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

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

UCFA

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

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

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

GCP

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Castleview Partners's BSJL Position: Q2 2021 in Review

Castleview Partners opened a new position in Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) in Q2 2021: 4,007 shares worth $92K. The stake represents 0.04% of the portfolio and ranks #310 among its holdings.

119 funds tracked by Wall St. Rank hold BSJL as of Q2 2021.

Castleview Partners held 4,007 shares of Invesco BulletShares 2021 High Yield Corporate Bond ETF worth $92K as of Q2 2021.
Invesco BulletShares 2021 High Yield Corporate Bond ETF was a new Castleview Partners position in Q2 2021.
Invesco BulletShares 2021 High Yield Corporate Bond ETF made up 0.04% of Castleview Partners's portfolio in Q2 2021, its #310 holding.
119 funds tracked by Wall St. Rank held Invesco BulletShares 2021 High Yield Corporate Bond ETF as of Q2 2021.

Based on Castleview Partners's 13F filing for Q2 2021, filed 17 Aug 2021.