LWA
BSJL

Lineweaver Wealth Advisors’s Invesco BulletShares 2021 High Yield Corporate Bond ETF BSJL Stock Holding History

Lineweaver Wealth Advisors’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
-12,178
Closed -$279K – 103
2020
Q3 		$279K Sell
12,178
-8,678
-42% -$200K 0.12% 72
2020
Q2 		$473K Sell
20,856
-529
-2% -$11.9K 0.24% 45
2020
Q1 		$473K Buy
21,385
+188
+0.9% +$4.48K 0.3% 39
2019
Q4 		$523K Buy
+21,197
New +$521K 0.3% 33

Other funds holding BSJL

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GI
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Wells Fargo
Wells Fargo San Francisco, California $501B 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 $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
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
IWMA
Ironwood Wealth Management (Arizona) Chandler, Arizona $349M AUM 12.51% 1-Year Est. Return