RFWA
BSJL

RPg Family Wealth Advisory’s Invesco BulletShares 2021 High Yield Corporate Bond ETF BSJL Stock Holding History

RPg Family Wealth Advisory’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 		$12.9K Hold
560
– – 0.01% 271
2020
Q3 		$12.8K Buy
+560
New +$12.9K 0.01% 257

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 $424B AUM 22.94% 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 $451M AUM 13.94% 1-Year Est. Return

RPg Family Wealth Advisory's BSJL Position: Q4 2020 in Review

RPg Family Wealth Advisory held its Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) position steady in Q4 2020 at 560 shares worth $12.9K. The position accounts for 0.01% of the portfolio, ranked #271.

RPg Family Wealth Advisory first reported a position in BSJL in Q3 2020 and has held it in 2 quarters since. 136 funds tracked by Wall St. Rank hold BSJL as of Q4 2020.

  • RPg Family Wealth Advisory held 560 shares of Invesco BulletShares 2021 High Yield Corporate Bond ETF worth $12.9K as of Q4 2020.
  • RPg Family Wealth Advisory left its Invesco BulletShares 2021 High Yield Corporate Bond ETF share count unchanged in Q4 2020.
  • Invesco BulletShares 2021 High Yield Corporate Bond ETF made up 0.01% of RPg Family Wealth Advisory's portfolio in Q4 2020, its #271 holding.
  • RPg Family Wealth Advisory first reported a position in Invesco BulletShares 2021 High Yield Corporate Bond ETF in Q3 2020 and has held it in 2 quarters since.
  • 136 funds tracked by Wall St. Rank held Invesco BulletShares 2021 High Yield Corporate Bond ETF as of Q4 2020.

Based on RPg Family Wealth Advisory's 13F filing for Q4 2020, filed 16 Feb 2021.