Perennial Investment Advisors’s Invesco BulletShares 2020 High Yield Corporate Bond ETF BSJK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q4
Sell
-14,981
Closed -$350K 187
2020
Q3
$350K Hold
14,981
0.18% 102
2020
Q2
$349K Sell
14,981
-1,033
-6% -$24K 0.24% 87
2020
Q1
$368K Sell
16,014
-10,507
-40% -$248K 0.33% 67
2019
Q4
$635K Buy
+26,521
New +$634K 0.5% 50

Other funds holding BSJK

Perennial Investment Advisors's BSJK Position: Q4 2020 in Review

Perennial Investment Advisors sold out of Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) in Q4 2020, closing a stake of 14,981 shares — an estimated $350K sold.

Perennial Investment Advisors first reported a position in BSJK in Q4 2019 and held it in 4 quarters. The position peaked at $635K in Q4 2019. 1 fund tracked by Wall St. Rank holds BSJK as of Q4 2020.

  • Perennial Investment Advisors reported no remaining Invesco BulletShares 2020 High Yield Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Perennial Investment Advisors sold 14,981 Invesco BulletShares 2020 High Yield Corporate Bond ETF shares in Q4 2020, an estimated $350K.
  • Perennial Investment Advisors first reported a position in Invesco BulletShares 2020 High Yield Corporate Bond ETF in Q4 2019 and held it in 4 quarters.
  • Perennial Investment Advisors's Invesco BulletShares 2020 High Yield Corporate Bond ETF position peaked at $635K in Q4 2019.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2020 High Yield Corporate Bond ETF as of Q4 2020.

Based on Perennial Investment Advisors's 13F filing for Q4 2020, filed 22 Jan 2021.