GIA
BSJK

Gladstone Institutional Advisory’s Invesco BulletShares 2020 High Yield Corporate Bond ETF BSJK Stock Holding History

Gladstone Institutional Advisory’s Portfolio BSJK Stock Details BSJK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-9,201
Closed -$215K – 328
2020
Q3 		$215K Buy
+9,201
New +$215K 0.05% 247
2020
Q1 		– Sell
-25,030
Closed -$599K – 329
2019
Q4 		$599K Buy
25,030
+1,292
+5% +$30.9K 0.15% 121
2019
Q3 		$568K Sell
23,738
-325
-1% -$7.8K 0.14% 128
2019
Q2 		$580K Sell
24,063
-2,603
-10% -$62.7K 0.18% 118
2019
Q1 		$642K Buy
26,666
+2,958
+12% +$70.9K 0.24% 95
2018
Q4 		$555K Buy
+23,708
New +$567K 0.32% 77

Other funds holding BSJK

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

Gladstone Institutional Advisory's BSJK Position: Q4 2020 in Review

Gladstone Institutional Advisory sold out of Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) in Q4 2020, closing a stake of 9,201 shares — an estimated $215K sold.

Gladstone Institutional Advisory first reported a position in BSJK in Q4 2018 and held it in 6 quarters. The position peaked at $642K in Q1 2019. 1 fund tracked by Wall St. Rank holds BSJK as of Q4 2020.

  • Gladstone Institutional Advisory reported no remaining Invesco BulletShares 2020 High Yield Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 9,201 Invesco BulletShares 2020 High Yield Corporate Bond ETF shares in Q4 2020, an estimated $215K.
  • Gladstone Institutional Advisory first reported a position in Invesco BulletShares 2020 High Yield Corporate Bond ETF in Q4 2018 and held it in 6 quarters.
  • Gladstone Institutional Advisory's Invesco BulletShares 2020 High Yield Corporate Bond ETF position peaked at $642K in Q1 2019.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2020 High Yield Corporate Bond ETF as of Q4 2020.

Based on Gladstone Institutional Advisory's 13F filing for Q4 2020, filed 16 Feb 2021.