Sound Income Strategies’s Invesco BulletShares 2021 High Yield Corporate Bond ETF BSJL Stock Holding History

Sound Income Strategies’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 Q2	–	Sell	-99	Closed	-$2.27K	–	1085
2021 Q1	$2.27K	Hold	99	–	–	﹤0.01%	754
2020 Q4	$2K	Hold	99	–	–	﹤0.01%	744
2020 Q3	$2K	Buy	99 +1	+1%	+$23	﹤0.01%	697
2020 Q2	$2K	Buy	98 +1	+1%	+$23	﹤0.01%	666
2020 Q1	$2K	Buy	97 +1	+1%	+$24	﹤0.01%	626
2019 Q4	$2K	Buy	96 +2	+2%	+$49	﹤0.01%	596
2019 Q3	$2K	Sell	94 -40	-30%	-$987	﹤0.01%	560
2019 Q2	$3K	Buy	134 +1	+0.8%	+$25	﹤0.01%	527
2019 Q1	$3K	Sell	133 -843	-86%	-$20.7K	﹤0.01%	521
2018 Q4	$23K	Sell	976 -138	-12%	-$3.35K	0.01%	218
2018 Q3	$28K	Sell	1,114 -82	-7%	-$2.03K	0.01%	190
2018 Q2	$29K	Sell	1,196 -1,415	-54%	-$34.9K	0.02%	176
2018 Q1	$64K	Buy	+2,611	New	+$64.7K	0.04%	97

Other funds holding BSJL

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

IAS

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

GCP

Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sound Income Strategies's BSJL Position: Q2 2021 in Review

Sound Income Strategies sold out of Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) in Q2 2021, closing a stake of 99 shares — an estimated $2.27K sold.

Sound Income Strategies first reported a position in BSJL in Q1 2018 and held it in 13 quarters. The position peaked at $64K in Q1 2018. 119 funds tracked by Wall St. Rank hold BSJL as of Q2 2021.

Sound Income Strategies reported no remaining Invesco BulletShares 2021 High Yield Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
Sound Income Strategies sold 99 Invesco BulletShares 2021 High Yield Corporate Bond ETF shares in Q2 2021, an estimated $2.27K.
Sound Income Strategies first reported a position in Invesco BulletShares 2021 High Yield Corporate Bond ETF in Q1 2018 and held it in 13 quarters.
Sound Income Strategies's Invesco BulletShares 2021 High Yield Corporate Bond ETF position peaked at $64K in Q1 2018.
119 funds tracked by Wall St. Rank held Invesco BulletShares 2021 High Yield Corporate Bond ETF as of Q2 2021.

Based on Sound Income Strategies's 13F filing for Q2 2021, filed 13 Jul 2021.