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

Meridian 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 Q3	–	Sell	-21,616	Closed	-$490K	–	283
2020 Q2	$490K	Sell	21,616 -12,458	-37%	-$281K	0.16%	121
2020 Q1	$754K	Buy	+34,074	New	+$812K	0.33%	66
2019 Q3	–	Sell	-4,300	Closed	-$1.06K	–	541
2019 Q2	$1.06K	Buy	+4,300	New	+$106K	0.04%	268

Other funds holding BSJL

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

AMG

Advisors Management Group La Crosse, Wisconsin $549M AUM 29.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Meridian Wealth Management's BSJL Position: Q3 2020 in Review

Meridian Wealth Management sold out of Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) in Q3 2020, closing a stake of 21,616 shares — an estimated $490K sold.

Meridian Wealth Management first reported a position in BSJL in Q2 2019 and held it in 3 quarters. The position peaked at $754K in Q1 2020. 128 funds tracked by Wall St. Rank hold BSJL as of Q3 2020.

Meridian Wealth Management reported no remaining Invesco BulletShares 2021 High Yield Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
Meridian Wealth Management sold 21,616 Invesco BulletShares 2021 High Yield Corporate Bond ETF shares in Q3 2020, an estimated $490K.
Meridian Wealth Management first reported a position in Invesco BulletShares 2021 High Yield Corporate Bond ETF in Q2 2019 and held it in 3 quarters.
Meridian Wealth Management's Invesco BulletShares 2021 High Yield Corporate Bond ETF position peaked at $754K in Q1 2020.
128 funds tracked by Wall St. Rank held Invesco BulletShares 2021 High Yield Corporate Bond ETF as of Q3 2020.

Based on Meridian Wealth Management's 13F filing for Q3 2020, filed 9 Oct 2020.