Sonora Investment Management’s Invesco BulletShares 2021 High Yield Corporate Bond ETF BSJL Stock Holding History

Sonora Investment 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
2021 Q3	$6K	Hold	240	–	–	﹤0.01%	869
2021 Q2	$6K	Hold	240	–	–	﹤0.01%	796
2021 Q1	$6K	Hold	240	–	–	﹤0.01%	1470
2020 Q4	$6K	Hold	240	–	–	﹤0.01%	1411
2020 Q3	$6K	Hold	240	–	–	﹤0.01%	1407
2020 Q2	$5K	Buy	+240	New	+$5.41K	﹤0.01%	1383

Other funds holding BSJL

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sonora Investment Management's BSJL Position: Q3 2021 in Review

Sonora Investment Management held its Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) position steady in Q3 2021 at 240 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #869.

Sonora Investment Management first reported a position in BSJL in Q2 2020 and has held it in 6 quarters since. 110 funds tracked by Wall St. Rank hold BSJL as of Q3 2021.

Sonora Investment Management held 240 shares of Invesco BulletShares 2021 High Yield Corporate Bond ETF worth $6K as of Q3 2021.
Sonora Investment Management left its Invesco BulletShares 2021 High Yield Corporate Bond ETF share count unchanged in Q3 2021.
Invesco BulletShares 2021 High Yield Corporate Bond ETF made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #869 holding.
Sonora Investment Management first reported a position in Invesco BulletShares 2021 High Yield Corporate Bond ETF in Q2 2020 and has held it in 6 quarters since.
110 funds tracked by Wall St. Rank held Invesco BulletShares 2021 High Yield Corporate Bond ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.