Advisor Group’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Advisor Group’s Portfolio BSJO Stock Details BSJO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$1.58M	Buy	62,073 +57,606	+1,290%	+$1.45M	0.01%	934
2019 Q3	$113K	Buy	4,467 +1,448	+48%	+$36.6K	﹤0.01%	2804
2019 Q2	$76K	Buy	3,019 +812	+37%	+$20.4K	﹤0.01%	3071
2019 Q1	$55K	Buy	2,207 +89	+4%	+$2.18K	﹤0.01%	3325
2018 Q4	$50K	Buy	2,118 +1,104	+109%	+$26.7K	﹤0.01%	3184
2018 Q3	$25K	Sell	1,014 -6,035	-86%	-$150K	﹤0.01%	3759
2018 Q2	$173K	Sell	7,049 -1,706	-19%	-$42.4K	﹤0.01%	2085
2018 Q1	$218K	Buy	8,755 +705	+9%	+$17.8K	﹤0.01%	1913
2017 Q4	$206K	Hold	8,050	–	–	﹤0.01%	1981
2017 Q3	$209K	Hold	8,050	–	–	﹤0.01%	1817
2017 Q2	$207K	Hold	8,050	–	–	﹤0.01%	1774
2017 Q1	$205K	Buy	+8,050	New	+$204K	﹤0.01%	1643

Other funds holding BSJO

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

PWSG

Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return

SIC

SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return

Advisor Group's BSJO Position: Q4 2019 in Review

Advisor Group increased its Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) stake by 1,290% in Q4 2019, buying an estimated $1.45M and bringing the position to 62,073 shares worth $1.58M. The position accounts for 0.01% of the portfolio, ranked #934.

Advisor Group first reported a position in BSJO in Q1 2017 and has held it in 12 quarters since. 61 funds tracked by Wall St. Rank hold BSJO as of Q4 2019.

Advisor Group held 62,073 shares of Invesco BulletShares 2024 High Yield Corporate Bond ETF worth $1.58M as of Q4 2019.
Advisor Group bought 57,606 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q4 2019, an estimated $1.45M.
Invesco BulletShares 2024 High Yield Corporate Bond ETF made up 0.01% of Advisor Group's portfolio in Q4 2019, its #934 holding.
Advisor Group first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q1 2017 and has held it in 12 quarters since.
61 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.