IHT Wealth Management’s Invesco BulletShares 2021 High Yield Corporate Bond ETF BSJL Stock Holding History

IHT Wealth 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 Q1	–	Sell	-60,257	Closed	-$1.39M	–	887
2020 Q4	$1.39M	Sell	60,257 -739	-1%	-$17K	0.12%	184
2020 Q3	$1.4M	Buy	60,996 +4,984	+9%	+$115K	0.14%	154
2020 Q2	$1.27M	Sell	56,012 -2,785	-5%	-$62.8K	0.17%	132
2020 Q1	$1.3M	Buy	58,797 +3,065	+5%	+$73.1K	0.19%	129
2019 Q4	$1.38M	Buy	55,732 +1,017	+2%	+$25K	0.16%	147
2019 Q3	$1.35M	Buy	54,715 +3,561	+7%	+$87.9K	0.18%	133
2019 Q2	$1.26M	Sell	51,154 -766	-1%	-$18.9K	0.18%	126
2019 Q1	$1.28M	Buy	+51,920	New	+$1.27M	0.21%	118

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

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

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

IHT Wealth Management's BSJL Position: Q1 2021 in Review

IHT Wealth Management sold out of Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) in Q1 2021, closing a stake of 60,257 shares — an estimated $1.39M sold.

IHT Wealth Management first reported a position in BSJL in Q1 2019 and held it in 8 quarters. The position peaked at $1.4M in Q3 2020. 129 funds tracked by Wall St. Rank hold BSJL as of Q1 2021.

IHT Wealth Management reported no remaining Invesco BulletShares 2021 High Yield Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
IHT Wealth Management sold 60,257 Invesco BulletShares 2021 High Yield Corporate Bond ETF shares in Q1 2021, an estimated $1.39M.
IHT Wealth Management first reported a position in Invesco BulletShares 2021 High Yield Corporate Bond ETF in Q1 2019 and held it in 8 quarters.
IHT Wealth Management's Invesco BulletShares 2021 High Yield Corporate Bond ETF position peaked at $1.4M in Q3 2020.
129 funds tracked by Wall St. Rank held Invesco BulletShares 2021 High Yield Corporate Bond ETF as of Q1 2021.

Based on IHT Wealth Management's 13F filing for Q1 2021, filed 18 May 2021.