AWM
BSJK

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

AE 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
-10,606
Closed -$244K – 1373
2020
Q1 		$244K Buy
10,606
+705
+7% +$16.6K 0.01% 945
2019
Q4 		$237K Buy
+9,901
New +$237K 0.01% 1002

Other funds holding BSJK

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
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

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

AE Wealth Management sold out of Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) in Q2 2020, closing a stake of 10,606 shares — an estimated $244K sold.

AE Wealth Management first reported a position in BSJK in Q4 2019 and held it in 2 quarters. The position peaked at $244K in Q1 2020. 143 funds tracked by Wall St. Rank hold BSJK as of Q2 2020.

  • AE Wealth Management reported no remaining Invesco BulletShares 2020 High Yield Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • AE Wealth Management sold 10,606 Invesco BulletShares 2020 High Yield Corporate Bond ETF shares in Q2 2020, an estimated $244K.
  • AE Wealth Management first reported a position in Invesco BulletShares 2020 High Yield Corporate Bond ETF in Q4 2019 and held it in 2 quarters.
  • AE Wealth Management's Invesco BulletShares 2020 High Yield Corporate Bond ETF position peaked at $244K in Q1 2020.
  • 143 funds tracked by Wall St. Rank held Invesco BulletShares 2020 High Yield Corporate Bond ETF as of Q2 2020.

Based on AE Wealth Management's 13F filing for Q2 2020, filed 5 Aug 2020.