Financial Gravity Asset Management’s Invesco BulletShares 2021 High Yield Corporate Bond ETF BSJL Stock Holding History

Financial Gravity Asset 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 Q3	$23K	Sell	286 -10	-3%	-$230	0.01%	780
2021 Q2	$23K	Buy	+296	New	+$6.82K	0.01%	781
2019 Q4	$0	Sell	2 -13,849	-100%	-$340K	﹤0.01%	1790
2019 Q3	$341K	Sell	13,851 -3,997	-22%	-$98.6K	0.29%	71
2019 Q2	$441K	Sell	17,848 -3,350	-16%	-$82.8K	0.36%	70
2019 Q1	$524K	Buy	+21,198	New	+$519K	0.42%	59
2018 Q3	$113K	Buy	+4,632	New	+$115K	0.12%	193

Other funds holding BSJL

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AWS

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Gravity Asset Management's BSJL Position: Q3 2021 in Review

Financial Gravity Asset Management reduced its Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) stake by 3.4% in Q3 2021, selling an estimated $230 and leaving 286 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #780.

Financial Gravity Asset Management first reported a position in BSJL in Q3 2018 and has held it in 7 quarters since. The position peaked at $524K in Q1 2019. 110 funds tracked by Wall St. Rank hold BSJL as of Q3 2021.

Financial Gravity Asset Management held 286 shares of Invesco BulletShares 2021 High Yield Corporate Bond ETF worth $23K as of Q3 2021.
Financial Gravity Asset Management sold 10 Invesco BulletShares 2021 High Yield Corporate Bond ETF shares in Q3 2021, an estimated $230.
Invesco BulletShares 2021 High Yield Corporate Bond ETF made up 0.01% of Financial Gravity Asset Management's portfolio in Q3 2021, its #780 holding.
Financial Gravity Asset Management first reported a position in Invesco BulletShares 2021 High Yield Corporate Bond ETF in Q3 2018 and has held it in 7 quarters since.
Financial Gravity Asset Management's Invesco BulletShares 2021 High Yield Corporate Bond ETF position peaked at $524K in Q1 2019.
110 funds tracked by Wall St. Rank held Invesco BulletShares 2021 High Yield Corporate Bond ETF as of Q3 2021.

Based on Financial Gravity Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.