Archford Capital Strategies’s Invesco BulletShares 2020 High Yield Corporate Bond ETF BSJK Stock Holding History

Archford Capital Strategies’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
2019 Q3	–	Sell	-450	Closed	-$11K	–	553
2019 Q2	$11K	Hold	450	–	–	﹤0.01%	400
2019 Q1	$11K	Hold	450	–	–	﹤0.01%	384
2018 Q4	$11K	Hold	450	–	–	﹤0.01%	371
2018 Q3	$11K	Hold	450	–	–	﹤0.01%	409
2018 Q2	$11K	Buy	+450	New	+$10.9K	﹤0.01%	421

Other funds holding BSJK

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Archford Capital Strategies's BSJK Position: Q3 2019 in Review

Archford Capital Strategies sold out of Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) in Q3 2019, closing a stake of 450 shares — an estimated $11K sold.

Archford Capital Strategies first reported a position in BSJK in Q2 2018 and held it in 5 quarters. The position peaked at $11K in Q2 2019. 141 funds tracked by Wall St. Rank hold BSJK as of Q3 2019.

Archford Capital Strategies reported no remaining Invesco BulletShares 2020 High Yield Corporate Bond ETF position as of Q3 2019 after selling out during the quarter.
Archford Capital Strategies sold 450 Invesco BulletShares 2020 High Yield Corporate Bond ETF shares in Q3 2019, an estimated $11K.
Archford Capital Strategies first reported a position in Invesco BulletShares 2020 High Yield Corporate Bond ETF in Q2 2018 and held it in 5 quarters.
Archford Capital Strategies's Invesco BulletShares 2020 High Yield Corporate Bond ETF position peaked at $11K in Q2 2019.
141 funds tracked by Wall St. Rank held Invesco BulletShares 2020 High Yield Corporate Bond ETF as of Q3 2019.

Based on Archford Capital Strategies's 13F filing for Q3 2019, filed 23 Oct 2019.