WWM
BSJL

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

WT Wealth 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
2020
Q4 		– Sell
-9,126
Closed -$209K – 116
2020
Q3 		$209K Buy
+9,126
New +$210K 0.14% 102

Other funds holding BSJL

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
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
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
IWMA
Ironwood Wealth Management (Arizona) Chandler, Arizona $349M AUM 12.51% 1-Year Est. Return

WT Wealth Management's BSJL Position: Q4 2020 in Review

WT Wealth Management sold out of Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) in Q4 2020, closing a stake of 9,126 shares — an estimated $209K sold.

WT Wealth Management first reported a position in BSJL in Q3 2020 and held it in 1 quarter. The position peaked at $209K in Q3 2020. 136 funds tracked by Wall St. Rank hold BSJL as of Q4 2020.

  • WT Wealth Management reported no remaining Invesco BulletShares 2021 High Yield Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • WT Wealth Management sold 9,126 Invesco BulletShares 2021 High Yield Corporate Bond ETF shares in Q4 2020, an estimated $209K.
  • WT Wealth Management first reported a position in Invesco BulletShares 2021 High Yield Corporate Bond ETF in Q3 2020 and held it in 1 quarter.
  • WT Wealth Management's Invesco BulletShares 2021 High Yield Corporate Bond ETF position peaked at $209K in Q3 2020.
  • 136 funds tracked by Wall St. Rank held Invesco BulletShares 2021 High Yield Corporate Bond ETF as of Q4 2020.

Based on WT Wealth Management's 13F filing for Q4 2020, filed 1 Feb 2021.