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	–	102
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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GCP

Gill Capital Partners Denver, Colorado $378M AUM 18.32% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

IWMA

Ironwood Wealth Management (Arizona) Chandler, Arizona $451M AUM 13.94% 1-Year Est. Return

Lineweaver Wealth Advisors's BSJL Position: Q4 2020 in Review

Lineweaver Wealth Advisors sold out of Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) in Q4 2020, closing a stake of 12,178 shares — an estimated $279K sold.

Lineweaver Wealth Advisors first reported a position in BSJL in Q4 2019 and held it in 4 quarters. The position peaked at $523K in Q4 2019. 136 funds tracked by Wall St. Rank hold BSJL as of Q4 2020.

Lineweaver Wealth Advisors reported no remaining Invesco BulletShares 2021 High Yield Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
Lineweaver Wealth Advisors sold 12,178 Invesco BulletShares 2021 High Yield Corporate Bond ETF shares in Q4 2020, an estimated $279K.
Lineweaver Wealth Advisors first reported a position in Invesco BulletShares 2021 High Yield Corporate Bond ETF in Q4 2019 and held it in 4 quarters.
Lineweaver Wealth Advisors's Invesco BulletShares 2021 High Yield Corporate Bond ETF position peaked at $523K in Q4 2019.
136 funds tracked by Wall St. Rank held Invesco BulletShares 2021 High Yield Corporate Bond ETF as of Q4 2020.

Based on Lineweaver Wealth Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.