IAA
BSJL

Independent Advisor Alliance’s Invesco BulletShares 2021 High Yield Corporate Bond ETF BSJL Stock Holding History

Independent Advisor Alliance’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
Q1 		– Sell
-12,734
Closed -$314K – 919
2019
Q4 		$314K Buy
+12,734
New +$313K 0.01% 667

Other funds holding BSJL

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AMG
Advisors Management Group La Crosse, Wisconsin $549M AUM 29.35% 1-Year Est. Return

Independent Advisor Alliance's BSJL Position: Q1 2020 in Review

Independent Advisor Alliance sold out of Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) in Q1 2020, closing a stake of 12,734 shares — an estimated $314K sold.

Independent Advisor Alliance first reported a position in BSJL in Q4 2019 and held it in 1 quarter. The position peaked at $314K in Q4 2019. 134 funds tracked by Wall St. Rank hold BSJL as of Q1 2020.

  • Independent Advisor Alliance reported no remaining Invesco BulletShares 2021 High Yield Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 12,734 Invesco BulletShares 2021 High Yield Corporate Bond ETF shares in Q1 2020, an estimated $314K.
  • Independent Advisor Alliance first reported a position in Invesco BulletShares 2021 High Yield Corporate Bond ETF in Q4 2019 and held it in 1 quarter.
  • Independent Advisor Alliance's Invesco BulletShares 2021 High Yield Corporate Bond ETF position peaked at $314K in Q4 2019.
  • 134 funds tracked by Wall St. Rank held Invesco BulletShares 2021 High Yield Corporate Bond ETF as of Q1 2020.

Based on Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.