Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
WP
BSJL
WealthPLAN Partners’s
Invesco BulletShares 2021 High Yield Corporate Bond ETF
BSJL
Stock Holding History
WealthPLAN Partners’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
2020
Q3
–
Sell
-26,078
Closed
-$601K
–
338
2020
Q2
$601K
Buy
26,078
+3,124
+14%
+$70.5K
0.06%
164
2020
Q1
$510K
Buy
+22,954
New
+$547K
0.07%
151
Other funds holding BSJL
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
GI
Gradient Investments
Arden Hills, Minnesota
$7.25B AUM
20.71%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
GCP
Gill Capital Partners
Denver, Colorado
$348M AUM
14.74%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Stifel Financial
St. Louis, Missouri
$109B AUM
21.36%
1-Year Est. Return
IAS
IMA Advisory Services
Denver, Colorado
$1.02B AUM
18.66%
1-Year Est. Return
AMG
Advisors Management Group
La Crosse, Wisconsin
$549M AUM
29.35%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close