Valeo Financial Advisors’s Invesco BulletShares 2021 High Yield Corporate Bond ETF BSJL Stock Holding History

Valeo Financial Advisors’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	-32	Closed	-$1K	–	2070
2021 Q1	$1K	Hold	32	–	–	﹤0.01%	1985
2020 Q4	$1K	Hold	32	–	–	﹤0.01%	1648
2020 Q3	$1K	Hold	32	–	–	﹤0.01%	1558
2020 Q2	$1K	Hold	32	–	–	﹤0.01%	2009
2020 Q1	$1K	Sell	32 -200	-86%	-$4.77K	﹤0.01%	1764
2019 Q4	$6K	Hold	232	–	–	﹤0.01%	1254
2019 Q3	$6K	Buy	232 +200	+625%	+$4.93K	﹤0.01%	1179
2019 Q2	$1K	Buy	+32	New	+$791	﹤0.01%	1524
2018 Q4	–	Sell	-1,000	Closed	-$24K	–	1814
2018 Q3	$24K	Buy	+1,000	New	+$24.7K	﹤0.01%	729

Other funds holding BSJL

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

IAS

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Valeo Financial Advisors's BSJL Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) in Q2 2021, closing a stake of 32 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in BSJL in Q3 2018 and held it in 9 quarters. The position peaked at $24K in Q3 2018. 119 funds tracked by Wall St. Rank hold BSJL as of Q2 2021.

Valeo Financial Advisors reported no remaining Invesco BulletShares 2021 High Yield Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 32 Invesco BulletShares 2021 High Yield Corporate Bond ETF shares in Q2 2021, an estimated $1K.
Valeo Financial Advisors first reported a position in Invesco BulletShares 2021 High Yield Corporate Bond ETF in Q3 2018 and held it in 9 quarters.
Valeo Financial Advisors's Invesco BulletShares 2021 High Yield Corporate Bond ETF position peaked at $24K in Q3 2018.
119 funds tracked by Wall St. Rank held Invesco BulletShares 2021 High Yield Corporate Bond ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.