OPS
BSJL

Orion Portfolio Solutions’s Invesco BulletShares 2021 High Yield Corporate Bond ETF BSJL Stock Holding History

Orion Portfolio Solutions’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
-900
Closed -$20K – 2295
2020
Q2 		$20K Sell
900
-431
-32% -$9.72K ﹤0.01% 964
2020
Q1 		$29K Buy
+1,331
New +$31.7K ﹤0.01% 732

Other funds holding BSJL

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Orion Portfolio Solutions's BSJL Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) in Q3 2020, closing a stake of 900 shares — an estimated $20K sold.

Orion Portfolio Solutions first reported a position in BSJL in Q1 2020 and held it in 2 quarters. The position peaked at $29K in Q1 2020. 128 funds tracked by Wall St. Rank hold BSJL as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Invesco BulletShares 2021 High Yield Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 900 Invesco BulletShares 2021 High Yield Corporate Bond ETF shares in Q3 2020, an estimated $20K.
  • Orion Portfolio Solutions first reported a position in Invesco BulletShares 2021 High Yield Corporate Bond ETF in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's Invesco BulletShares 2021 High Yield Corporate Bond ETF position peaked at $29K 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 Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.