ARS Wealth Advisors’s Invesco BulletShares 2020 High Yield Corporate Bond ETF BSJK Stock Holding History

ARS Wealth 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
2019 Q3	–	Sell	-14,477	Closed	-$349K	–	113
2019 Q2	$349K	Sell	14,477 -20,572	-59%	-$495K	0.11%	81
2019 Q1	$844K	Buy	35,049 +92	+0.3%	+$2.21K	0.27%	50
2018 Q4	$819K	Sell	34,957 -1,556	-4%	-$37.2K	0.3%	49
2018 Q3	$888K	Buy	+36,513	New	+$889K	0.3%	50

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 $1.55T AUM 33.47% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $1.89T AUM 35.08% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

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

ARS Wealth Advisors's BSJK Position: Q3 2019 in Review

ARS Wealth Advisors sold out of Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) in Q3 2019, closing a stake of 14,477 shares — an estimated $349K sold.

ARS Wealth Advisors first reported a position in BSJK in Q3 2018 and held it in 4 quarters. The position peaked at $888K in Q3 2018. 141 funds tracked by Wall St. Rank hold BSJK as of Q3 2019.

ARS Wealth Advisors reported no remaining Invesco BulletShares 2020 High Yield Corporate Bond ETF position as of Q3 2019 after selling out during the quarter.
ARS Wealth Advisors sold 14,477 Invesco BulletShares 2020 High Yield Corporate Bond ETF shares in Q3 2019, an estimated $349K.
ARS Wealth Advisors first reported a position in Invesco BulletShares 2020 High Yield Corporate Bond ETF in Q3 2018 and held it in 4 quarters.
ARS Wealth Advisors's Invesco BulletShares 2020 High Yield Corporate Bond ETF position peaked at $888K in Q3 2018.
141 funds tracked by Wall St. Rank held Invesco BulletShares 2020 High Yield Corporate Bond ETF as of Q3 2019.

Based on ARS Wealth Advisors's 13F filing for Q3 2019, filed 11 Jun 2021.