VAM
BSJL

Verity Asset Management’s Invesco BulletShares 2021 High Yield Corporate Bond ETF BSJL Stock Holding History

Verity Asset 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
2019
Q4 		– Sell
-93,581
Closed -$2.31M – 146
2019
Q3 		$2.31M Buy
+93,581
New +$2.31M 2.41% 5

Other funds holding BSJL

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AMG
Advisors Management Group La Crosse, Wisconsin $549M AUM 29.35% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Verity Asset Management's BSJL Position: Q4 2019 in Review

Verity Asset Management sold out of Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) in Q4 2019, closing a stake of 93,581 shares — an estimated $2.31M sold.

Verity Asset Management first reported a position in BSJL in Q3 2019 and held it in 1 quarter. The position peaked at $2.31M in Q3 2019. 134 funds tracked by Wall St. Rank hold BSJL as of Q4 2019.

  • Verity Asset Management reported no remaining Invesco BulletShares 2021 High Yield Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Verity Asset Management sold 93,581 Invesco BulletShares 2021 High Yield Corporate Bond ETF shares in Q4 2019, an estimated $2.31M.
  • Verity Asset Management first reported a position in Invesco BulletShares 2021 High Yield Corporate Bond ETF in Q3 2019 and held it in 1 quarter.
  • Verity Asset Management's Invesco BulletShares 2021 High Yield Corporate Bond ETF position peaked at $2.31M in Q3 2019.
  • 134 funds tracked by Wall St. Rank held Invesco BulletShares 2021 High Yield Corporate Bond ETF as of Q4 2019.

Based on Verity Asset Management's 13F filing for Q4 2019, filed 11 Feb 2020.