WP
BSJK

WealthSource Partners’s Invesco BulletShares 2020 High Yield Corporate Bond ETF BSJK Stock Holding History

WealthSource Partners’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
-16,209
Closed -$379K – 411
2020
Q3 		$379K Sell
16,209
-5,916
-27% -$138K 0.05% 228
2020
Q2 		$515K Sell
22,125
-14,897
-40% -$345K 0.07% 185
2020
Q1 		$852K Sell
37,022
-29,819
-45% -$703K 0.13% 110
2019
Q4 		$1.6M Buy
66,841
+53,130
+387% +$1.27M 0.21% 88
2019
Q3 		$328K Sell
13,711
-7,744
-36% -$186K 0.05% 311
2019
Q2 		$517K Sell
21,455
-138,376
-87% -$3.33M 0.08% 233
2019
Q1 		$3.85M Buy
159,831
+147,529
+1,199% +$3.54M 0.87% 33
2018
Q4 		$288K Buy
+12,302
New +$294K 0.08% 221
2018
Q3 		– Sell
-9,544
Closed -$231K – 350
2018
Q2 		$231K Buy
9,544
+855
+10% +$20.8K 0.06% 250
2018
Q1 		$211K Hold
8,689
– – 0.06% 260
2017
Q4 		$213K Buy
+8,689
New +$215K 0.07% 275

Other funds holding BSJK

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

WealthSource Partners's BSJK Position: Q4 2020 in Review

WealthSource Partners sold out of Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) in Q4 2020, closing a stake of 16,209 shares — an estimated $379K sold.

WealthSource Partners first reported a position in BSJK in Q4 2017 and held it in 11 quarters. The position peaked at $3.85M in Q1 2019. 1 fund tracked by Wall St. Rank holds BSJK as of Q4 2020.

  • WealthSource Partners reported no remaining Invesco BulletShares 2020 High Yield Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • WealthSource Partners sold 16,209 Invesco BulletShares 2020 High Yield Corporate Bond ETF shares in Q4 2020, an estimated $379K.
  • WealthSource Partners first reported a position in Invesco BulletShares 2020 High Yield Corporate Bond ETF in Q4 2017 and held it in 11 quarters.
  • WealthSource Partners's Invesco BulletShares 2020 High Yield Corporate Bond ETF position peaked at $3.85M in Q1 2019.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2020 High Yield Corporate Bond ETF as of Q4 2020.

Based on WealthSource Partners's 13F filing for Q4 2020, filed 12 Feb 2021.