Lineweaver Wealth Advisors’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Lineweaver Wealth Advisors’s Portfolio BSJO Stock Details BSJO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-9,235	Closed	-$222K	–	100
2020 Q3	$222K	Sell	9,235 -3,597	-28%	-$86.9K	0.1%	83
2020 Q2	$300K	Sell	12,832 -562	-4%	-$13K	0.15%	63
2020 Q1	$297K	Buy	13,394 +116	+0.9%	+$2.83K	0.19%	54
2019 Q4	$338K	Buy	+13,278	New	+$334K	0.19%	46

Other funds holding BSJO

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

SIC

SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Lineweaver Wealth Advisors sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q4 2020, closing a stake of 9,235 shares — an estimated $222K sold.

Lineweaver Wealth Advisors first reported a position in BSJO in Q4 2019 and held it in 4 quarters. The position peaked at $338K in Q4 2019. 74 funds tracked by Wall St. Rank hold BSJO as of Q4 2020.

Lineweaver Wealth Advisors reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
Lineweaver Wealth Advisors sold 9,235 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q4 2020, an estimated $222K.
Lineweaver Wealth Advisors first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q4 2019 and held it in 4 quarters.
Lineweaver Wealth Advisors's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $338K in Q4 2019.
74 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q4 2020.

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