1834 Investment Advisors’s Invesco BulletShares 2020 High Yield Corporate Bond ETF BSJK Stock Holding History

1834 Investment Advisors’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 Q1	–	Sell	-4,705	Closed	-$113K	–	464
2019 Q4	$113K	Sell	4,705 -2,900	-38%	-$69.4K	0.02%	233
2019 Q3	$182K	Sell	7,605 -295	-4%	-$7.08K	0.03%	211
2019 Q2	$190K	Hold	7,900	–	–	0.03%	199
2019 Q1	$190K	Hold	7,900	–	–	0.03%	199
2018 Q4	$185K	Hold	7,900	–	–	0.03%	184
2018 Q3	$192K	Hold	7,900	–	–	0.03%	195
2018 Q2	$192K	Buy	+7,900	New	+$192K	0.03%	182
2018 Q1	–	Sell	-7,900	Closed	-$194K	–	488
2017 Q4	$194K	Buy	+7,900	New	+$195K	0.03%	176

Other funds holding BSJK

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

UCFA

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

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

IWC

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

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

AMG

Advisors Management Group La Crosse, Wisconsin $549M AUM 29.35% 1-Year Est. Return

1834 Investment Advisors's BSJK Position: Q1 2020 in Review

1834 Investment Advisors sold out of Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) in Q1 2020, closing a stake of 4,705 shares — an estimated $113K sold.

1834 Investment Advisors first reported a position in BSJK in Q4 2017 and held it in 8 quarters. The position peaked at $194K in Q4 2017. 143 funds tracked by Wall St. Rank hold BSJK as of Q1 2020.

1834 Investment Advisors reported no remaining Invesco BulletShares 2020 High Yield Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
1834 Investment Advisors sold 4,705 Invesco BulletShares 2020 High Yield Corporate Bond ETF shares in Q1 2020, an estimated $113K.
1834 Investment Advisors first reported a position in Invesco BulletShares 2020 High Yield Corporate Bond ETF in Q4 2017 and held it in 8 quarters.
1834 Investment Advisors's Invesco BulletShares 2020 High Yield Corporate Bond ETF position peaked at $194K in Q4 2017.
143 funds tracked by Wall St. Rank held Invesco BulletShares 2020 High Yield Corporate Bond ETF as of Q1 2020.

Based on 1834 Investment Advisors's 13F filing for Q1 2020, filed 15 May 2020.