SWA
BSJK

Sutton Wealth Advisors’s Invesco BulletShares 2020 High Yield Corporate Bond ETF BSJK Stock Holding History

Sutton Wealth Advisors’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
-1,036
Closed -$24.2K – 1260
2020
Q3 		$24.2K Hold
1,036
– – 0.01% 487
2020
Q2 		$24.1K Hold
1,036
– – 0.01% 485
2020
Q1 		$23.8K Hold
1,036
– – 0.02% 428
2019
Q4 		$24.8K Hold
1,036
– – 0.01% 520
2019
Q3 		$24.8K Hold
1,036
– – 0.01% 507
2019
Q2 		$25K Sell
1,036
-82
-7% -$1.97K 0.01% 504
2019
Q1 		$26.9K Buy
+1,118
New +$26.8K 0.02% 481

Other funds holding BSJK

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

Sutton Wealth Advisors's BSJK Position: Q4 2020 in Review

Sutton Wealth Advisors sold out of Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) in Q4 2020, closing a stake of 1,036 shares — an estimated $24.2K sold.

Sutton Wealth Advisors first reported a position in BSJK in Q1 2019 and held it in 7 quarters. The position peaked at $26.9K in Q1 2019. 1 fund tracked by Wall St. Rank holds BSJK as of Q4 2020.

  • Sutton Wealth Advisors reported no remaining Invesco BulletShares 2020 High Yield Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Sutton Wealth Advisors sold 1,036 Invesco BulletShares 2020 High Yield Corporate Bond ETF shares in Q4 2020, an estimated $24.2K.
  • Sutton Wealth Advisors first reported a position in Invesco BulletShares 2020 High Yield Corporate Bond ETF in Q1 2019 and held it in 7 quarters.
  • Sutton Wealth Advisors's Invesco BulletShares 2020 High Yield Corporate Bond ETF position peaked at $26.9K in Q1 2019.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2020 High Yield Corporate Bond ETF as of Q4 2020.

Based on Sutton Wealth Advisors's 13F filing for Q4 2020, filed 7 Nov 2023.