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

Spire 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
2021 Q4	–	Sell	-113,292	Closed	-$2.6M	–	3035
2021 Q3	$2.6M	Sell	113,292 -36,130	-24%	-$831K	0.07%	243
2021 Q2	$3.44M	Sell	149,422 -65,253	-30%	-$1.5M	0.09%	200
2021 Q1	$4.95M	Buy	+214,675	New	+$4.95M	0.13%	162

Other funds holding BSJL

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Spire Wealth Management's BSJL Position: Q4 2021 in Review

Spire Wealth Management sold out of Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) in Q4 2021, closing a stake of 113,292 shares — an estimated $2.6M sold.

Spire Wealth Management first reported a position in BSJL in Q1 2021 and held it in 3 quarters. The position peaked at $4.95M in Q1 2021. 0 funds tracked by Wall St. Rank hold BSJL as of Q4 2021.

Spire Wealth Management reported no remaining Invesco BulletShares 2021 High Yield Corporate Bond ETF position as of Q4 2021 after selling out during the quarter.
Spire Wealth Management sold 113,292 Invesco BulletShares 2021 High Yield Corporate Bond ETF shares in Q4 2021, an estimated $2.6M.
Spire Wealth Management first reported a position in Invesco BulletShares 2021 High Yield Corporate Bond ETF in Q1 2021 and held it in 3 quarters.
Spire Wealth Management's Invesco BulletShares 2021 High Yield Corporate Bond ETF position peaked at $4.95M in Q1 2021.
0 funds tracked by Wall St. Rank held Invesco BulletShares 2021 High Yield Corporate Bond ETF as of Q4 2021.

Based on Spire Wealth Management's 13F filing for Q4 2021, filed 14 Jan 2022.