LTI
BSJL

Laffer Tengler Investments’s Invesco BulletShares 2021 High Yield Corporate Bond ETF BSJL Stock Holding History

Laffer Tengler Investments’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
Q4 		– Sell
-3,480
Closed -$79.8K – 311
2020
Q3 		$79.8K Hold
3,480
– – 0.04% 187
2020
Q2 		$79K Buy
+3,480
New +$78.5K 0.05% 171

Other funds holding BSJL

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GI
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
IWMA
Ironwood Wealth Management (Arizona) Chandler, Arizona $451M AUM 13.94% 1-Year Est. Return

Laffer Tengler Investments's BSJL Position: Q4 2020 in Review

Laffer Tengler Investments sold out of Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) in Q4 2020, closing a stake of 3,480 shares — an estimated $79.8K sold.

Laffer Tengler Investments first reported a position in BSJL in Q2 2020 and held it in 2 quarters. The position peaked at $79.8K in Q3 2020. 136 funds tracked by Wall St. Rank hold BSJL as of Q4 2020.

  • Laffer Tengler Investments reported no remaining Invesco BulletShares 2021 High Yield Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Laffer Tengler Investments sold 3,480 Invesco BulletShares 2021 High Yield Corporate Bond ETF shares in Q4 2020, an estimated $79.8K.
  • Laffer Tengler Investments first reported a position in Invesco BulletShares 2021 High Yield Corporate Bond ETF in Q2 2020 and held it in 2 quarters.
  • Laffer Tengler Investments's Invesco BulletShares 2021 High Yield Corporate Bond ETF position peaked at $79.8K in Q3 2020.
  • 136 funds tracked by Wall St. Rank held Invesco BulletShares 2021 High Yield Corporate Bond ETF as of Q4 2020.

Based on Laffer Tengler Investments's 13F filing for Q4 2020, filed 19 Feb 2021.