EWM
BSJK

Edge Wealth Management’s Invesco BulletShares 2020 High Yield Corporate Bond ETF BSJK Stock Holding History

Edge Wealth Management’s Portfolio BSJK Stock Details BSJK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-3,125
Closed -$73K – 479
2020
Q3 		$73K Sell
3,125
-3,155
-50% -$73.7K 0.02% 174
2020
Q2 		$146K Hold
6,280
– – 0.03% 167
2020
Q1 		$144K Hold
6,280
– – 0.03% 151
2019
Q4 		$150K Hold
6,280
– – 0.03% 162
2019
Q3 		$150K Buy
6,280
+165
+3% +$3.96K 0.03% 158
2019
Q2 		$147K Buy
+6,115
New +$147K 0.03% 164

Other funds holding BSJK

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Edge Wealth Management's BSJK Position: Q4 2020 in Review

Edge Wealth Management sold out of Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) in Q4 2020, closing a stake of 3,125 shares — an estimated $73K sold.

Edge Wealth Management first reported a position in BSJK in Q2 2019 and held it in 6 quarters. The position peaked at $150K in Q4 2019. 1 fund tracked by Wall St. Rank holds BSJK as of Q4 2020.

  • Edge Wealth Management reported no remaining Invesco BulletShares 2020 High Yield Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Edge Wealth Management sold 3,125 Invesco BulletShares 2020 High Yield Corporate Bond ETF shares in Q4 2020, an estimated $73K.
  • Edge Wealth Management first reported a position in Invesco BulletShares 2020 High Yield Corporate Bond ETF in Q2 2019 and held it in 6 quarters.
  • Edge Wealth Management's Invesco BulletShares 2020 High Yield Corporate Bond ETF position peaked at $150K in Q4 2019.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2020 High Yield Corporate Bond ETF as of Q4 2020.

Based on Edge Wealth Management's 13F filing for Q4 2020, filed 19 Jan 2021.