EWM
BSJL

Edge Wealth Management’s Invesco BulletShares 2021 High Yield Corporate Bond ETF BSJL Stock Holding History

Edge Wealth Management’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
Q4 		– Sell
-6,020
Closed -$138K – 554
2021
Q3 		$138K Hold
6,020
– – 0.03% 105
2021
Q2 		$139K Hold
6,020
– – 0.03% 110
2021
Q1 		$139K Hold
6,020
– – 0.03% 108
2020
Q4 		$139K Sell
6,020
-15,972
-73% -$368K 0.03% 105
2020
Q3 		$504K Sell
21,992
-5,070
-19% -$117K 0.12% 70
2020
Q2 		$614K Sell
27,062
-13,430
-33% -$303K 0.12% 87
2020
Q1 		$893K Buy
40,492
+900
+2% +$21.5K 0.19% 67
2019
Q4 		$977K Buy
39,592
+19,637
+98% +$483K 0.2% 69
2019
Q3 		$491K Buy
19,955
+3,405
+21% +$84K 0.11% 93
2019
Q2 		$409K Buy
+16,550
New +$409K 0.09% 107

Other funds holding BSJL

HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Edge Wealth Management's BSJL Position: Q4 2021 in Review

Edge Wealth Management sold out of Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) in Q4 2021, closing a stake of 6,020 shares — an estimated $138K sold.

Edge Wealth Management first reported a position in BSJL in Q2 2019 and held it in 10 quarters. The position peaked at $977K in Q4 2019. 0 funds tracked by Wall St. Rank hold BSJL as of Q4 2021.

  • Edge Wealth Management reported no remaining Invesco BulletShares 2021 High Yield Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Edge Wealth Management sold 6,020 Invesco BulletShares 2021 High Yield Corporate Bond ETF shares in Q4 2021, an estimated $138K.
  • Edge Wealth Management first reported a position in Invesco BulletShares 2021 High Yield Corporate Bond ETF in Q2 2019 and held it in 10 quarters.
  • Edge Wealth Management's Invesco BulletShares 2021 High Yield Corporate Bond ETF position peaked at $977K in Q4 2019.
  • 0 funds tracked by Wall St. Rank held Invesco BulletShares 2021 High Yield Corporate Bond ETF as of Q4 2021.

Based on Edge Wealth Management's 13F filing for Q4 2021, filed 14 Jan 2022.