SWMG
BSJK

Strategic Wealth Management Group’s Invesco BulletShares 2020 High Yield Corporate Bond ETF BSJK Stock Holding History

Strategic Wealth Management Group’s Portfolio BSJK Stock Details BSJK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-95,520
Closed -$2.23M – 135
2020
Q3 		$2.23M Sell
95,520
-9,935
-9% -$232K 1.08% 14
2020
Q2 		$2.46M Buy
105,455
+5,939
+6% +$138K 1.45% 11
2020
Q1 		$2.29M Buy
99,516
+22,207
+29% +$524K 1.7% 11
2019
Q4 		$1.85M Buy
77,309
+16,618
+27% +$397K 1.2% 12
2019
Q3 		$1.45M Buy
60,691
+12,865
+27% +$309K 1.05% 16
2019
Q2 		$1.15M Buy
47,826
+16,865
+54% +$406K 0.88% 22
2019
Q1 		$746K Buy
30,961
+2,695
+10% +$64.6K 0.61% 29
2018
Q4 		$662K Buy
+28,266
New +$676K 0.64% 30

Other funds holding BSJK

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Strategic Wealth Management Group's BSJK Position: Q4 2020 in Review

Strategic Wealth Management Group sold out of Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) in Q4 2020, closing a stake of 95,520 shares — an estimated $2.23M sold.

Strategic Wealth Management Group first reported a position in BSJK in Q4 2018 and held it in 8 quarters. The position peaked at $2.46M in Q2 2020. 1 fund tracked by Wall St. Rank holds BSJK as of Q4 2020.

  • Strategic Wealth Management Group reported no remaining Invesco BulletShares 2020 High Yield Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Strategic Wealth Management Group sold 95,520 Invesco BulletShares 2020 High Yield Corporate Bond ETF shares in Q4 2020, an estimated $2.23M.
  • Strategic Wealth Management Group first reported a position in Invesco BulletShares 2020 High Yield Corporate Bond ETF in Q4 2018 and held it in 8 quarters.
  • Strategic Wealth Management Group's Invesco BulletShares 2020 High Yield Corporate Bond ETF position peaked at $2.46M in Q2 2020.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2020 High Yield Corporate Bond ETF as of Q4 2020.

Based on Strategic Wealth Management Group's 13F filing for Q4 2020, filed 21 Jan 2021.