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

MFA 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 Q2	–	Sell	-15,796	Closed	-$350K	–	256
2020 Q1	$350K	Sell	15,796 -35,315	-69%	-$842K	0.34%	39
2019 Q4	$1.26M	Buy	51,111 +2,335	+5%	+$57.4K	0.91%	18
2019 Q3	$1.2M	Buy	48,776 +3,901	+9%	+$96.3K	0.98%	18
2019 Q2	$1.11M	Sell	44,875 -4,531	-9%	-$112K	0.83%	21
2019 Q1	$1.22M	Buy	49,406 +15,426	+45%	+$378K	0.8%	25
2018 Q4	$803K	Sell	33,980 -9,732	-22%	-$237K	0.8%	22
2018 Q3	$1.06M	Buy	+43,712	New	+$1.08M	0.79%	27

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

MFA Wealth Advisors's BSJL Position: Q2 2020 in Review

MFA Wealth Advisors sold out of Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) in Q2 2020, closing a stake of 15,796 shares — an estimated $350K sold.

MFA Wealth Advisors first reported a position in BSJL in Q3 2018 and held it in 7 quarters. The position peaked at $1.26M in Q4 2019. 136 funds tracked by Wall St. Rank hold BSJL as of Q2 2020.

MFA Wealth Advisors reported no remaining Invesco BulletShares 2021 High Yield Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
MFA Wealth Advisors sold 15,796 Invesco BulletShares 2021 High Yield Corporate Bond ETF shares in Q2 2020, an estimated $350K.
MFA Wealth Advisors first reported a position in Invesco BulletShares 2021 High Yield Corporate Bond ETF in Q3 2018 and held it in 7 quarters.
MFA Wealth Advisors's Invesco BulletShares 2021 High Yield Corporate Bond ETF position peaked at $1.26M 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 MFA Wealth Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.