MCP
BSJL

Mirador Capital Partners’s Invesco BulletShares 2021 High Yield Corporate Bond ETF BSJL Stock Holding History

Mirador Capital Partners’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
2021
Q1 		– Sell
-390,150
Closed -$9.01M – 195
2020
Q4 		$9.01M Buy
390,150
+11,526
+3% +$266K 2.47% 4
2020
Q3 		$8.69M Buy
378,624
+286,115
+309% +$6.59M 2.71% 5
2020
Q2 		$2.1M Sell
92,509
-270,694
-75% -$6.11M 0.78% 43
2020
Q1 		$8.13M Buy
363,203
+14,506
+4% +$346K 3.4% 3
2019
Q4 		$8.6M Sell
348,697
-1,487
-0.4% -$36.5K 3.47% 1
2019
Q3 		$8.63M Buy
350,184
+252,527
+259% +$6.23M 3.85% 1
2019
Q2 		$2.41M Buy
97,657
+10,114
+12% +$250K 1.19% 26
2019
Q1 		$2.16M Buy
87,543
+23,796
+37% +$583K 1.17% 27
2018
Q4 		$1.51M Buy
63,747
+8,125
+15% +$198K 0.93% 42
2018
Q3 		$1.38M Buy
55,622
+2,543
+5% +$62.9K 0.67% 54
2018
Q2 		$1.31M Buy
+53,079
New +$1.31M 0.71% 49
2018
Q1 		– Sell
-42,941
Closed -$1.07M – 141
2017
Q4 		$1.07M Buy
42,941
+2,305
+6% +$57.8K 0.59% 63
2017
Q3 		$1.02M Sell
40,636
-153
-0.4% -$3.84K 0.6% 61
2017
Q2 		$1.03M Buy
40,789
+13,798
+51% +$346K 0.63% 60
2017
Q1 		$675K Buy
26,991
+3,735
+16% +$93K 0.49% 69
2016
Q4 		$575K Buy
+23,256
New +$573K 0.46% 73

Other funds holding BSJL

AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Mirador Capital Partners's BSJL Position: Q1 2021 in Review

Mirador Capital Partners sold out of Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) in Q1 2021, closing a stake of 390,150 shares — an estimated $9.01M sold.

Mirador Capital Partners first reported a position in BSJL in Q4 2016 and held it in 16 quarters. The position peaked at $9.01M in Q4 2020. 129 funds tracked by Wall St. Rank hold BSJL as of Q1 2021.

  • Mirador Capital Partners reported no remaining Invesco BulletShares 2021 High Yield Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Mirador Capital Partners sold 390,150 Invesco BulletShares 2021 High Yield Corporate Bond ETF shares in Q1 2021, an estimated $9.01M.
  • Mirador Capital Partners first reported a position in Invesco BulletShares 2021 High Yield Corporate Bond ETF in Q4 2016 and held it in 16 quarters.
  • Mirador Capital Partners's Invesco BulletShares 2021 High Yield Corporate Bond ETF position peaked at $9.01M in Q4 2020.
  • 129 funds tracked by Wall St. Rank held Invesco BulletShares 2021 High Yield Corporate Bond ETF as of Q1 2021.

Based on Mirador Capital Partners's 13F filing for Q1 2021, filed 29 Apr 2021.