WWM
BSJK

Western Wealth Management’s Invesco BulletShares 2020 High Yield Corporate Bond ETF BSJK Stock Holding History

Western Wealth Management’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
-16,076
Closed -$376K – 509
2020
Q3 		$376K Buy
16,076
+1
+0% +$23 0.06% 289
2020
Q2 		$374K Sell
16,075
-2,884
-15% -$66.9K 0.07% 271
2020
Q1 		$438K Sell
18,959
-5,122
-21% -$121K 0.1% 202
2019
Q4 		$576K Sell
24,081
-764
-3% -$18.3K 0.09% 218
2019
Q3 		$598K Buy
24,845
+23
+0.1% +$552 0.12% 188
2019
Q2 		$600K Buy
24,822
+24
+0.1% +$578 0.08% 197
2019
Q1 		$599K Buy
24,798
+25
+0.1% +$599 0.13% 179
2018
Q4 		$578K Buy
+24,773
New +$593K 0.16% 158

Other funds holding BSJK

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

Western Wealth Management's BSJK Position: Q4 2020 in Review

Western Wealth Management sold out of Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) in Q4 2020, closing a stake of 16,076 shares — an estimated $376K sold.

Western Wealth Management first reported a position in BSJK in Q4 2018 and held it in 8 quarters. The position peaked at $600K in Q2 2019. 1 fund tracked by Wall St. Rank holds BSJK as of Q4 2020.

  • Western Wealth Management reported no remaining Invesco BulletShares 2020 High Yield Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Western Wealth Management sold 16,076 Invesco BulletShares 2020 High Yield Corporate Bond ETF shares in Q4 2020, an estimated $376K.
  • Western Wealth Management first reported a position in Invesco BulletShares 2020 High Yield Corporate Bond ETF in Q4 2018 and held it in 8 quarters.
  • Western Wealth Management's Invesco BulletShares 2020 High Yield Corporate Bond ETF position peaked at $600K in Q2 2019.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2020 High Yield Corporate Bond ETF as of Q4 2020.

Based on Western Wealth Management's 13F filing for Q4 2020, filed 10 Feb 2021.