GWAG
BSJL

Garrett Wealth Advisory Group’s Invesco BulletShares 2021 High Yield Corporate Bond ETF BSJL Stock Holding History

Garrett Wealth Advisory Group’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
2019
Q4 		– Sell
-2,190
Closed -$54K – 710
2019
Q3 		$54K Buy
+2,190
New +$54K 0.04% 126

Other funds holding BSJL

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AMG
Advisors Management Group La Crosse, Wisconsin $549M AUM 29.35% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Garrett Wealth Advisory Group's BSJL Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) in Q4 2019, closing a stake of 2,190 shares — an estimated $54K sold.

Garrett Wealth Advisory Group first reported a position in BSJL in Q3 2019 and held it in 1 quarter. The position peaked at $54K in Q3 2019. 134 funds tracked by Wall St. Rank hold BSJL as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Invesco BulletShares 2021 High Yield Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 2,190 Invesco BulletShares 2021 High Yield Corporate Bond ETF shares in Q4 2019, an estimated $54K.
  • Garrett Wealth Advisory Group first reported a position in Invesco BulletShares 2021 High Yield Corporate Bond ETF in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Invesco BulletShares 2021 High Yield Corporate Bond ETF position peaked at $54K in Q3 2019.
  • 134 funds tracked by Wall St. Rank held Invesco BulletShares 2021 High Yield Corporate Bond ETF as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.