PO
BSJL

Private Ocean’s Invesco BulletShares 2021 High Yield Corporate Bond ETF BSJL Stock Holding History

Private Ocean’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
Q4 		– Sell
-750
Closed -$17K – 547
2020
Q3 		$17K Hold
750
– – ﹤0.01% 329
2020
Q2 		$17K Hold
750
– – ﹤0.01% 310
2020
Q1 		$16K Buy
750
+500
+200% +$11.9K ﹤0.01% 345
2019
Q4 		$7K Buy
+250
New +$6.14K ﹤0.01% 408

Other funds holding BSJL

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
IWMA
Ironwood Wealth Management (Arizona) Chandler, Arizona $349M AUM 12.51% 1-Year Est. Return

Private Ocean's BSJL Position: Q4 2020 in Review

Private Ocean sold out of Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) in Q4 2020, closing a stake of 750 shares — an estimated $17K sold.

Private Ocean first reported a position in BSJL in Q4 2019 and held it in 4 quarters. The position peaked at $17K in Q3 2020. 136 funds tracked by Wall St. Rank hold BSJL as of Q4 2020.

  • Private Ocean reported no remaining Invesco BulletShares 2021 High Yield Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Private Ocean sold 750 Invesco BulletShares 2021 High Yield Corporate Bond ETF shares in Q4 2020, an estimated $17K.
  • Private Ocean first reported a position in Invesco BulletShares 2021 High Yield Corporate Bond ETF in Q4 2019 and held it in 4 quarters.
  • Private Ocean's Invesco BulletShares 2021 High Yield Corporate Bond ETF position peaked at $17K in Q3 2020.
  • 136 funds tracked by Wall St. Rank held Invesco BulletShares 2021 High Yield Corporate Bond ETF as of Q4 2020.

Based on Private Ocean's 13F filing for Q4 2020, filed 29 Jan 2021.