RWM
BSJL

Reston Wealth Management’s Invesco BulletShares 2021 High Yield Corporate Bond ETF BSJL Stock Holding History

Reston Wealth Management’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
2019
Q3 		– Sell
-312,667
Closed -$7.72M – 53
2019
Q2 		$7.72M Buy
312,667
+9,586
+3% +$237K 6.07% 5
2019
Q1 		$7.5M Sell
303,081
-4,531
-1% -$111K 6.01% 5
2018
Q4 		$7.28M Buy
+307,612
New +$7.48M 6.93% 5

Other funds holding BSJL

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AMG
Advisors Management Group La Crosse, Wisconsin $549M AUM 29.35% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

Reston Wealth Management's BSJL Position: Q3 2019 in Review

Reston Wealth Management sold out of Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) in Q3 2019, closing a stake of 312,667 shares — an estimated $7.72M sold.

Reston Wealth Management first reported a position in BSJL in Q4 2018 and held it in 3 quarters. The position peaked at $7.72M in Q2 2019. 122 funds tracked by Wall St. Rank hold BSJL as of Q3 2019.

  • Reston Wealth Management reported no remaining Invesco BulletShares 2021 High Yield Corporate Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Reston Wealth Management sold 312,667 Invesco BulletShares 2021 High Yield Corporate Bond ETF shares in Q3 2019, an estimated $7.72M.
  • Reston Wealth Management first reported a position in Invesco BulletShares 2021 High Yield Corporate Bond ETF in Q4 2018 and held it in 3 quarters.
  • Reston Wealth Management's Invesco BulletShares 2021 High Yield Corporate Bond ETF position peaked at $7.72M in Q2 2019.
  • 122 funds tracked by Wall St. Rank held Invesco BulletShares 2021 High Yield Corporate Bond ETF as of Q3 2019.

Based on Reston Wealth Management's 13F filing for Q3 2019, filed 25 Oct 2019.