PWSG
BSJK

Pacific Wealth Strategies Group’s Invesco BulletShares 2020 High Yield Corporate Bond ETF BSJK Stock Holding History

Pacific Wealth Strategies Group’s Portfolio BSJK Stock Details BSJK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-8,614
Closed -$201K – 88
2020
Q3 		$201K Sell
8,614
-351
-4% -$8.2K 0.11% 75
2020
Q2 		$209K Sell
8,965
-100
-1% -$2.32K 0.12% 75
2020
Q1 		$208K Sell
9,065
-18,800
-67% -$443K 0.14% 72
2019
Q4 		$667K Sell
27,865
-19,759
-41% -$473K 0.37% 63
2019
Q3 		$1.14M Sell
47,624
-78,947
-62% -$1.89M 0.7% 48
2019
Q2 		$3.05M Buy
126,571
+1,821
+1% +$43.8K 1.91% 14
2019
Q1 		$3M Buy
124,750
+1,431
+1% +$34.3K 1.94% 15
2018
Q4 		$2.89M Buy
123,319
+5,218
+4% +$125K 2.07% 13
2018
Q3 		$2.87M Buy
118,101
+2,656
+2% +$64.6K 1.84% 16
2018
Q2 		$2.8M Buy
115,445
+4,521
+4% +$110K 1.93% 14
2018
Q1 		$2.7M Buy
110,924
+2,557
+2% +$62.4K 1.92% 15
2017
Q4 		$2.66M Buy
108,367
+12,755
+13% +$315K 1.89% 16
2017
Q3 		$2.39M Buy
95,612
+10,562
+12% +$262K 1.88% 13
2017
Q2 		$2.11M Sell
85,050
-42
-0% -$1.04K 1.8% 15
2017
Q1 		$2.1M Buy
85,092
+16,448
+24% +$403K 1.82% 18
2016
Q4 		$1.67M Buy
+68,644
New +$1.66M 1.64% 22

Other funds holding BSJK

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Pacific Wealth Strategies Group's BSJK Position: Q4 2020 in Review

Pacific Wealth Strategies Group sold out of Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) in Q4 2020, closing a stake of 8,614 shares — an estimated $201K sold.

Pacific Wealth Strategies Group first reported a position in BSJK in Q4 2016 and held it in 16 quarters. The position peaked at $3.05M in Q2 2019. 1 fund tracked by Wall St. Rank holds BSJK as of Q4 2020.

  • Pacific Wealth Strategies Group reported no remaining Invesco BulletShares 2020 High Yield Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Pacific Wealth Strategies Group sold 8,614 Invesco BulletShares 2020 High Yield Corporate Bond ETF shares in Q4 2020, an estimated $201K.
  • Pacific Wealth Strategies Group first reported a position in Invesco BulletShares 2020 High Yield Corporate Bond ETF in Q4 2016 and held it in 16 quarters.
  • Pacific Wealth Strategies Group's Invesco BulletShares 2020 High Yield Corporate Bond ETF position peaked at $3.05M in Q2 2019.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2020 High Yield Corporate Bond ETF as of Q4 2020.

Based on Pacific Wealth Strategies Group's 13F filing for Q4 2020, filed 13 Jan 2021.