Legacy Financial Group (Iowa)’s Invesco BulletShares 2021 High Yield Corporate Bond ETF BSJL Stock Holding History

Legacy Financial Group (Iowa)’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 Q4	–	Sell	-15,641	Closed	-$360K	–	61
2021 Q3	$360K	Sell	15,641 -29,151	-65%	-$671K	0.11%	54
2021 Q2	$1.03M	Sell	44,792 -69,925	-61%	-$1.61M	0.31%	42
2021 Q1	$2.65M	Sell	114,717 -117,479	-51%	-$2.71M	0.92%	23
2020 Q4	$5.36M	Buy	+232,196	New	+$5.36M	2.06%	17

Other funds holding BSJL

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Legacy Financial Group (Iowa)'s BSJL Position: Q4 2021 in Review

Legacy Financial Group (Iowa) sold out of Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) in Q4 2021, closing a stake of 15,641 shares — an estimated $360K sold.

Legacy Financial Group (Iowa) first reported a position in BSJL in Q4 2020 and held it in 4 quarters. The position peaked at $5.36M in Q4 2020. 0 funds tracked by Wall St. Rank hold BSJL as of Q4 2021.

Legacy Financial Group (Iowa) reported no remaining Invesco BulletShares 2021 High Yield Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Legacy Financial Group (Iowa) sold 15,641 Invesco BulletShares 2021 High Yield Corporate Bond ETF shares in Q4 2021, an estimated $360K.
Legacy Financial Group (Iowa) first reported a position in Invesco BulletShares 2021 High Yield Corporate Bond ETF in Q4 2020 and held it in 4 quarters.
Legacy Financial Group (Iowa)'s Invesco BulletShares 2021 High Yield Corporate Bond ETF position peaked at $5.36M in Q4 2020.
0 funds tracked by Wall St. Rank held Invesco BulletShares 2021 High Yield Corporate Bond ETF as of Q4 2021.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2021, filed 20 Jan 2022.