Ameriprise
BSJK

Ameriprise’s Invesco BulletShares 2020 High Yield Corporate Bond ETF BSJK Stock Holding History

Ameriprise’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
2017
Q4 		– Sell
-34,284
Closed -$856K – 3772
2017
Q3 		$856K Sell
34,284
-33,845
-50% -$840K ﹤0.01% 3030
2017
Q2 		$1.69M Buy
68,129
+12,552
+23% +$311K ﹤0.01% 2688
2017
Q1 		$1.37M Buy
55,577
+16,023
+41% +$393K ﹤0.01% 2740
2016
Q4 		$953K Buy
39,554
+5,606
+17% +$135K ﹤0.01% 2994
2016
Q3 		$825K Sell
33,948
-9,452
-22% -$227K ﹤0.01% 2985
2016
Q2 		$1.03M Buy
43,400
+15,424
+55% +$360K ﹤0.01% 2870
2016
Q1 		$638K Buy
27,976
+1,623
+6% +$36.1K ﹤0.01% 3057
2015
Q4 		$593K Buy
26,353
+4,375
+20% +$103K ﹤0.01% 3183
2015
Q3 		$517K Buy
+21,978
New +$541K ﹤0.01% 3256
2014
Q4 		– Sell
-732
Closed -$19K – 4650
2014
Q3 		$19K Hold
732
– – ﹤0.01% 4512
2014
Q2 		$19K Buy
732
+422
+136% +$11.1K ﹤0.01% 4364
2014
Q1 		$8K Hold
310
– – ﹤0.01% 4639
2013
Q4 		$8K Buy
+310
New +$7.93K ﹤0.01% 4478

Other funds holding BSJK

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LFPWM
Leicht Financial Planning & Wealth Management Parsippany, New Jersey $220M AUM 13.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return

Ameriprise's BSJK Position: Q4 2017 in Review

Ameriprise sold out of Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) in Q4 2017, closing a stake of 34,284 shares — an estimated $856K sold.

Ameriprise first reported a position in BSJK in Q4 2013 and held it in 13 quarters. The position peaked at $1.69M in Q2 2017. 101 funds tracked by Wall St. Rank hold BSJK as of Q4 2017.

  • Ameriprise reported no remaining Invesco BulletShares 2020 High Yield Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Ameriprise sold 34,284 Invesco BulletShares 2020 High Yield Corporate Bond ETF shares in Q4 2017, an estimated $856K.
  • Ameriprise first reported a position in Invesco BulletShares 2020 High Yield Corporate Bond ETF in Q4 2013 and held it in 13 quarters.
  • Ameriprise's Invesco BulletShares 2020 High Yield Corporate Bond ETF position peaked at $1.69M in Q2 2017.
  • 101 funds tracked by Wall St. Rank held Invesco BulletShares 2020 High Yield Corporate Bond ETF as of Q4 2017.

Based on Ameriprise's 13F filing for Q4 2017, filed 12 Feb 2018.