Baird Financial Group’s Invesco BulletShares 2020 High Yield Corporate Bond ETF BSJK Stock Holding History

Baird Financial Group’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 Q1	–	Sell	-8,925	Closed	-$214K	–	1595
2019 Q4	$214K	Sell	8,925 -2,000	-18%	-$47.8K	﹤0.01%	1448
2019 Q3	$262K	Buy	10,925 +975	+10%	+$23.4K	﹤0.01%	1359
2019 Q2	$240K	Buy	+9,950	New	+$240K	﹤0.01%	1409
2019 Q1	–	Sell	-17,576	Closed	-$412K	–	1345
2018 Q4	$412K	Buy	+17,576	New	+$420K	﹤0.01%	1037

Other funds holding BSJK

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

AMG

Advisors Management Group La Crosse, Wisconsin $549M AUM 29.35% 1-Year Est. Return

Baird Financial Group's BSJK Position: Q1 2020 in Review

Baird Financial Group sold out of Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) in Q1 2020, closing a stake of 8,925 shares — an estimated $214K sold.

Baird Financial Group first reported a position in BSJK in Q4 2018 and held it in 4 quarters. The position peaked at $412K in Q4 2018. 143 funds tracked by Wall St. Rank hold BSJK as of Q1 2020.

Baird Financial Group reported no remaining Invesco BulletShares 2020 High Yield Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
Baird Financial Group sold 8,925 Invesco BulletShares 2020 High Yield Corporate Bond ETF shares in Q1 2020, an estimated $214K.
Baird Financial Group first reported a position in Invesco BulletShares 2020 High Yield Corporate Bond ETF in Q4 2018 and held it in 4 quarters.
Baird Financial Group's Invesco BulletShares 2020 High Yield Corporate Bond ETF position peaked at $412K in Q4 2018.
143 funds tracked by Wall St. Rank held Invesco BulletShares 2020 High Yield Corporate Bond ETF as of Q1 2020.

Based on Baird Financial Group's 13F filing for Q1 2020, filed 14 May 2020.