LWM
BSJL

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

Lenox 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
2020
Q2 		$31K Hold
1,404
– – 0.01% 313
2020
Q1 		$31K Hold
1,404
– – 0.01% 289
2019
Q4 		$35K Buy
+1,404
New +$34.5K 0.01% 302

Other funds holding BSJL

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Lenox Wealth Management's BSJL Position: Q2 2020 in Review

Lenox Wealth Management held its Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) position steady in Q2 2020 at 1,404 shares worth $31K. The position accounts for 0.01% of the portfolio, ranked #313.

Lenox Wealth Management first reported a position in BSJL in Q4 2019 and has held it in 3 quarters since. The position peaked at $35K in Q4 2019. 136 funds tracked by Wall St. Rank hold BSJL as of Q2 2020.

  • Lenox Wealth Management held 1,404 shares of Invesco BulletShares 2021 High Yield Corporate Bond ETF worth $31K as of Q2 2020.
  • Lenox Wealth Management left its Invesco BulletShares 2021 High Yield Corporate Bond ETF share count unchanged in Q2 2020.
  • Invesco BulletShares 2021 High Yield Corporate Bond ETF made up 0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #313 holding.
  • Lenox Wealth Management first reported a position in Invesco BulletShares 2021 High Yield Corporate Bond ETF in Q4 2019 and has held it in 3 quarters since.
  • Lenox Wealth Management's Invesco BulletShares 2021 High Yield Corporate Bond ETF position peaked at $35K in Q4 2019.
  • 136 funds tracked by Wall St. Rank held Invesco BulletShares 2021 High Yield Corporate Bond ETF as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.