AIA
BSJK

Arcadia Investment Advisors’s Invesco BulletShares 2020 High Yield Corporate Bond ETF BSJK Stock Holding History

Arcadia Investment Advisors’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
2018
Q3 		– Sell
-824
Closed -$20K – 73
2018
Q2 		$20K Buy
+824
New +$20K 0.02% 50

Other funds holding BSJK

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AMG
Advisors Management Group La Crosse, Wisconsin $549M AUM 29.35% 1-Year Est. Return

Arcadia Investment Advisors's BSJK Position: Q3 2018 in Review

Arcadia Investment Advisors sold out of Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) in Q3 2018, closing a stake of 824 shares — an estimated $20K sold.

Arcadia Investment Advisors first reported a position in BSJK in Q2 2018 and held it in 1 quarter. The position peaked at $20K in Q2 2018. 112 funds tracked by Wall St. Rank hold BSJK as of Q3 2018.

  • Arcadia Investment Advisors reported no remaining Invesco BulletShares 2020 High Yield Corporate Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Arcadia Investment Advisors sold 824 Invesco BulletShares 2020 High Yield Corporate Bond ETF shares in Q3 2018, an estimated $20K.
  • Arcadia Investment Advisors first reported a position in Invesco BulletShares 2020 High Yield Corporate Bond ETF in Q2 2018 and held it in 1 quarter.
  • Arcadia Investment Advisors's Invesco BulletShares 2020 High Yield Corporate Bond ETF position peaked at $20K in Q2 2018.
  • 112 funds tracked by Wall St. Rank held Invesco BulletShares 2020 High Yield Corporate Bond ETF as of Q3 2018.

Based on Arcadia Investment Advisors's 13F filing for Q3 2018, filed 19 Dec 2024.