Wealth Quarterback’s Invesco BulletShares 2021 High Yield Corporate Bond ETF BSJL Stock Holding History

Wealth Quarterback’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 Q3	$23K	Buy	985 +2	+0.2%	+$46	0.02%	346
2021 Q2	$24K	Buy	+983	New	+$22.6K	0.01%	326
2020 Q2	–	Sell	-6,386	Closed	-$122K	–	880
2020 Q1	$122K	Sell	6,386 -88,952	-93%	-$2.12M	0.11%	139
2019 Q4	$105K	Buy	+95,338	New	+$2.34M	0.09%	156

Other funds holding BSJL

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

IAS

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealth Quarterback's BSJL Position: Q3 2021 in Review

Wealth Quarterback increased its Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) stake by 0.2% in Q3 2021, buying an estimated $46 and bringing the position to 985 shares worth $23K. The position accounts for 0.02% of the portfolio, ranked #346.

Wealth Quarterback first reported a position in BSJL in Q4 2019 and has held it in 4 quarters since. The position peaked at $122K in Q1 2020. 110 funds tracked by Wall St. Rank hold BSJL as of Q3 2021.

Wealth Quarterback held 985 shares of Invesco BulletShares 2021 High Yield Corporate Bond ETF worth $23K as of Q3 2021.
Wealth Quarterback bought 2 Invesco BulletShares 2021 High Yield Corporate Bond ETF shares in Q3 2021, an estimated $46.
Invesco BulletShares 2021 High Yield Corporate Bond ETF made up 0.02% of Wealth Quarterback's portfolio in Q3 2021, its #346 holding.
Wealth Quarterback first reported a position in Invesco BulletShares 2021 High Yield Corporate Bond ETF in Q4 2019 and has held it in 4 quarters since.
Wealth Quarterback's Invesco BulletShares 2021 High Yield Corporate Bond ETF position peaked at $122K in Q1 2020.
110 funds tracked by Wall St. Rank held Invesco BulletShares 2021 High Yield Corporate Bond ETF as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.