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

Adams 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 Q2	–	Sell	-13,453	Closed	-$309K	–	94
2020 Q1	$309K	Sell	13,453 -221,555	-94%	-$5.22M	0.39%	46
2019 Q4	$5.62M	Buy	+235,008	New	+$5.62M	4.74%	5

Other funds holding BSJK

Jane Street New York $777B AUM 61.18% 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

UCFA

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

MGIA

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

IWMA

Ironwood Wealth Management (Arizona) Chandler, Arizona $349M AUM 12.51% 1-Year Est. Return

Adams Wealth Management's BSJK Position: Q2 2020 in Review

Adams Wealth Management sold out of Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) in Q2 2020, closing a stake of 13,453 shares — an estimated $309K sold.

Adams Wealth Management first reported a position in BSJK in Q4 2019 and held it in 2 quarters. The position peaked at $5.62M in Q4 2019. 143 funds tracked by Wall St. Rank hold BSJK as of Q2 2020.

Adams Wealth Management reported no remaining Invesco BulletShares 2020 High Yield Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
Adams Wealth Management sold 13,453 Invesco BulletShares 2020 High Yield Corporate Bond ETF shares in Q2 2020, an estimated $309K.
Adams Wealth Management first reported a position in Invesco BulletShares 2020 High Yield Corporate Bond ETF in Q4 2019 and held it in 2 quarters.
Adams Wealth Management's Invesco BulletShares 2020 High Yield Corporate Bond ETF position peaked at $5.62M in Q4 2019.
143 funds tracked by Wall St. Rank held Invesco BulletShares 2020 High Yield Corporate Bond ETF as of Q2 2020.

Based on Adams Wealth Management's 13F filing for Q2 2020, filed 4 Aug 2020.