AWMS
BSJL

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

Advocacy Wealth Management Services’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
2019
Q3 		– Sell
-621
Closed -$15K – 184
2019
Q2 		$15K Buy
+621
New +$15.3K 0.01% 116

Other funds holding BSJL

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AMG
Advisors Management Group La Crosse, Wisconsin $604M AUM 64.38% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

Advocacy Wealth Management Services's BSJL Position: Q3 2019 in Review

Advocacy Wealth Management Services sold out of Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) in Q3 2019, closing a stake of 621 shares — an estimated $15K sold.

Advocacy Wealth Management Services first reported a position in BSJL in Q2 2019 and held it in 1 quarter. The position peaked at $15K in Q2 2019. 122 funds tracked by Wall St. Rank hold BSJL as of Q3 2019.

  • Advocacy Wealth Management Services reported no remaining Invesco BulletShares 2021 High Yield Corporate Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 621 Invesco BulletShares 2021 High Yield Corporate Bond ETF shares in Q3 2019, an estimated $15K.
  • Advocacy Wealth Management Services first reported a position in Invesco BulletShares 2021 High Yield Corporate Bond ETF in Q2 2019 and held it in 1 quarter.
  • Advocacy Wealth Management Services's Invesco BulletShares 2021 High Yield Corporate Bond ETF position peaked at $15K in Q2 2019.
  • 122 funds tracked by Wall St. Rank held Invesco BulletShares 2021 High Yield Corporate Bond ETF as of Q3 2019.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2019, filed 2 Oct 2019.