Valeo Financial Advisors’s Invesco BulletShares 2020 High Yield Corporate Bond ETF BSJK Stock Holding History

Valeo Financial 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	-200	Closed	-$5K	–	1933
2020 Q3	$5K	Hold	200	–	–	﹤0.01%	1281
2020 Q2	$5K	Hold	200	–	–	﹤0.01%	1559
2020 Q1	$5K	Hold	200	–	–	﹤0.01%	1328
2019 Q4	$5K	Buy	+200	New	+$4.78K	﹤0.01%	1314
2018 Q4	–	Sell	-1,000	Closed	-$24K	–	1830
2018 Q3	$24K	Buy	+1,000	New	+$24.3K	﹤0.01%	730
2017 Q4	–	Sell	-977	Closed	-$24K	–	1455
2017 Q3	$24K	Buy	+977	New	+$24.3K	0.01%	530

Other funds holding BSJK

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

Valeo Financial Advisors's BSJK Position: Q4 2020 in Review

Valeo Financial Advisors sold out of Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) in Q4 2020, closing a stake of 200 shares — an estimated $5K sold.

Valeo Financial Advisors first reported a position in BSJK in Q3 2017 and held it in 6 quarters. The position peaked at $24K in Q3 2018. 1 fund tracked by Wall St. Rank holds BSJK as of Q4 2020.

Valeo Financial Advisors reported no remaining Invesco BulletShares 2020 High Yield Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
Valeo Financial Advisors sold 200 Invesco BulletShares 2020 High Yield Corporate Bond ETF shares in Q4 2020, an estimated $5K.
Valeo Financial Advisors first reported a position in Invesco BulletShares 2020 High Yield Corporate Bond ETF in Q3 2017 and held it in 6 quarters.
Valeo Financial Advisors's Invesco BulletShares 2020 High Yield Corporate Bond ETF position peaked at $24K in Q3 2018.
1 fund tracked by Wall St. Rank held Invesco BulletShares 2020 High Yield Corporate Bond ETF as of Q4 2020.

Based on Valeo Financial Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.