MCC
BSJL

Money Concepts Capital’s Invesco BulletShares 2021 High Yield Corporate Bond ETF BSJL Stock Holding History

Money Concepts Capital’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 		$10K Sell
414
-1,287
-76% -$29.7K ﹤0.01% 652
2020
Q4 		$39K Buy
+1,701
New +$39.2K ﹤0.01% 537

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 $374B AUM 17.66% 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

Money Concepts Capital's BSJL Position: Q1 2021 in Review

Money Concepts Capital reduced its Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) stake by 76% in Q1 2021, selling an estimated $29.7K and leaving 414 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #652.

Money Concepts Capital first reported a position in BSJL in Q4 2020 and has held it in 2 quarters since. The position peaked at $39K in Q4 2020. 129 funds tracked by Wall St. Rank hold BSJL as of Q1 2021.

  • Money Concepts Capital held 414 shares of Invesco BulletShares 2021 High Yield Corporate Bond ETF worth $10K as of Q1 2021.
  • Money Concepts Capital sold 1,287 Invesco BulletShares 2021 High Yield Corporate Bond ETF shares in Q1 2021, an estimated $29.7K.
  • Invesco BulletShares 2021 High Yield Corporate Bond ETF made up ﹤0.01% of Money Concepts Capital's portfolio in Q1 2021, its #652 holding.
  • Money Concepts Capital first reported a position in Invesco BulletShares 2021 High Yield Corporate Bond ETF in Q4 2020 and has held it in 2 quarters since.
  • Money Concepts Capital's Invesco BulletShares 2021 High Yield Corporate Bond ETF position peaked at $39K 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 Money Concepts Capital's 13F filing for Q1 2021, filed 17 May 2021.