Friedenthal Financial’s Invesco BulletShares 2021 High Yield Corporate Bond ETF BSJL Stock Holding History

Friedenthal Financial’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
2020 Q3	–	Sell	-21,310	Closed	-$484K	–	57
2020 Q2	$484K	Sell	21,310 -4,709	-18%	-$106K	0.41%	40
2020 Q1	$576K	Sell	26,019 -1,549	-6%	-$36.9K	0.55%	40
2019 Q4	$680K	Sell	27,568 -1,943	-7%	-$47.8K	0.52%	39
2019 Q3	$727K	Buy	29,511 +997	+3%	+$24.6K	0.57%	35
2019 Q2	$704K	Buy	28,514 +2,843	+11%	+$70.3K	0.6%	35
2019 Q1	$634K	Buy	25,671 +135	+0.5%	+$3.31K	0.54%	35
2018 Q4	$604K	Sell	25,536 -14,216	-36%	-$346K	0.57%	36
2018 Q3	$985K	Buy	+39,752	New	+$983K	0.81%	34
2018 Q2	–	Sell	-20,349	Closed	-$502K	–	78
2018 Q1	$502K	Buy	+20,349	New	+$504K	0.43%	52

Other funds holding BSJL

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

GCP

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

IAS

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

AMG

Advisors Management Group La Crosse, Wisconsin $549M AUM 29.35% 1-Year Est. Return

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

Friedenthal Financial's BSJL Position: Q3 2020 in Review

Friedenthal Financial sold out of Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) in Q3 2020, closing a stake of 21,310 shares — an estimated $484K sold.

Friedenthal Financial first reported a position in BSJL in Q1 2018 and held it in 9 quarters. The position peaked at $985K in Q3 2018. 128 funds tracked by Wall St. Rank hold BSJL as of Q3 2020.

Friedenthal Financial reported no remaining Invesco BulletShares 2021 High Yield Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
Friedenthal Financial sold 21,310 Invesco BulletShares 2021 High Yield Corporate Bond ETF shares in Q3 2020, an estimated $484K.
Friedenthal Financial first reported a position in Invesco BulletShares 2021 High Yield Corporate Bond ETF in Q1 2018 and held it in 9 quarters.
Friedenthal Financial's Invesco BulletShares 2021 High Yield Corporate Bond ETF position peaked at $985K in Q3 2018.
128 funds tracked by Wall St. Rank held Invesco BulletShares 2021 High Yield Corporate Bond ETF as of Q3 2020.

Based on Friedenthal Financial's 13F filing for Q3 2020, filed 4 Nov 2020.