OFG
BSJL

Oxford Financial Group’s Invesco BulletShares 2021 High Yield Corporate Bond ETF BSJL Stock Holding History

Oxford Financial Group’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
-954
Closed -$22K – 240
2020
Q4 		$22K Buy
+954
New +$22K ﹤0.01% 197

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

Oxford Financial Group's BSJL Position: Q1 2021 in Review

Oxford Financial Group sold out of Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) in Q1 2021, closing a stake of 954 shares — an estimated $22K sold.

Oxford Financial Group first reported a position in BSJL in Q4 2020 and held it in 1 quarter. The position peaked at $22K in Q4 2020. 129 funds tracked by Wall St. Rank hold BSJL as of Q1 2021.

  • Oxford Financial Group reported no remaining Invesco BulletShares 2021 High Yield Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Oxford Financial Group sold 954 Invesco BulletShares 2021 High Yield Corporate Bond ETF shares in Q1 2021, an estimated $22K.
  • Oxford Financial Group first reported a position in Invesco BulletShares 2021 High Yield Corporate Bond ETF in Q4 2020 and held it in 1 quarter.
  • Oxford Financial Group's Invesco BulletShares 2021 High Yield Corporate Bond ETF position peaked at $22K 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 Oxford Financial Group's 13F filing for Q1 2021, filed 10 May 2021.