EI
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Ellevest Inc’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

Ellevest Inc’s Portfolio BSJQ Stock Details BSJQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-1,334
Closed -$29K – 1146
2020
Q1 		$29K Buy
1,334
+5
+0.4% +$125 0.01% 354
2019
Q4 		$35K Hold
1,329
– – 0.01% 274
2019
Q3 		$34K Hold
1,329
– – 0.01% 144
2019
Q2 		$34K Hold
1,329
– – 0.01% 153
2019
Q1 		$33K Hold
1,329
– – 0.02% 111
2018
Q4 		$31K Buy
+1,329
New +$32.4K 0.02% 221

Other funds holding BSJQ

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WAS
Wealth Advisory Solutions Indiianapolis, Indiana $487M AUM 22.57% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ellevest Inc's BSJQ Position: Q2 2020 in Review

Ellevest Inc sold out of Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) in Q2 2020, closing a stake of 1,334 shares — an estimated $29K sold.

Ellevest Inc first reported a position in BSJQ in Q4 2018 and held it in 6 quarters. The position peaked at $35K in Q4 2019. 21 funds tracked by Wall St. Rank hold BSJQ as of Q2 2020.

  • Ellevest Inc reported no remaining Invesco BulletShares 2026 High Yield Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Ellevest Inc sold 1,334 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q2 2020, an estimated $29K.
  • Ellevest Inc first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q4 2018 and held it in 6 quarters.
  • Ellevest Inc's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $35K in Q4 2019.
  • 21 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q2 2020.

Based on Ellevest Inc's 13F filing for Q2 2020, filed 6 Jul 2020.