IA
BSJL

IFP Advisors’s Invesco BulletShares 2021 High Yield Corporate Bond ETF BSJL Stock Holding History

IFP Advisors’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
Q1 		– Sell
-513
Closed -$11.8K – 3304
2020
Q4 		$12K Sell
513
-1,029
-67% -$23.7K ﹤0.01% 2015
2020
Q3 		$36K Sell
1,542
-1,306
-46% -$30.1K ﹤0.01% 1408
2020
Q2 		$64K Sell
2,848
-1,172
-29% -$26.4K 0.01% 1109
2020
Q1 		$88K Sell
4,020
-1,586
-28% -$37.8K 0.01% 887
2019
Q4 		$139K Sell
5,606
-87
-2% -$2.14K 0.01% 782
2019
Q3 		$140K Buy
+5,693
New +$140K 0.01% 904
2019
Q1 		$3K Sell
106
-6,916
-98% -$169K ﹤0.01% 2046
2018
Q4 		$166K Buy
7,022
+1,781
+34% +$43.3K 0.01% 941
2018
Q3 		$130K Buy
5,241
+1,259
+32% +$31.1K 0.01% 1325
2018
Q2 		$98K Sell
3,982
-1,608
-29% -$39.6K ﹤0.01% 1498
2018
Q1 		$139K Hold
5,590
– – 0.01% 1183
2017
Q4 		$139K Sell
5,590
-805
-13% -$20.2K 0.01% 1192
2017
Q3 		$162K Buy
6,395
+1
+0% +$25 0.01% 1279
2017
Q2 		$161K Sell
6,394
-119
-2% -$2.98K 0.01% 1252
2017
Q1 		$163K Buy
6,513
+205
+3% +$5.1K 0.01% 1225
2016
Q4 		$156K Hold
6,308
– – 0.01% 1186
2016
Q3 		$157K Buy
6,308
+160
+3% +$3.92K 0.01% 1127
2016
Q2 		$148K Buy
6,148
+6,042
+5,700% +$143K 0.01% 1124
2016
Q1 		$3K Buy
+106
New +$2.41K ﹤0.01% 2040

Other funds holding BSJL

AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

IFP Advisors's BSJL Position: Q1 2021 in Review

IFP Advisors sold out of Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) in Q1 2021, closing a stake of 513 shares — an estimated $11.8K sold.

IFP Advisors first reported a position in BSJL in Q1 2016 and held it in 19 quarters. The position peaked at $166K in Q4 2018. 129 funds tracked by Wall St. Rank hold BSJL as of Q1 2021.

  • IFP Advisors reported no remaining Invesco BulletShares 2021 High Yield Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • IFP Advisors sold 513 Invesco BulletShares 2021 High Yield Corporate Bond ETF shares in Q1 2021, an estimated $11.8K.
  • IFP Advisors first reported a position in Invesco BulletShares 2021 High Yield Corporate Bond ETF in Q1 2016 and held it in 19 quarters.
  • IFP Advisors's Invesco BulletShares 2021 High Yield Corporate Bond ETF position peaked at $166K in Q4 2018.
  • 129 funds tracked by Wall St. Rank held Invesco BulletShares 2021 High Yield Corporate Bond ETF as of Q1 2021.

Based on IFP Advisors's 13F filing for Q1 2021, filed 30 Apr 2021.