Beese Fulmer Investment Management’s Invesco BulletShares 2020 High Yield Corporate Bond ETF BSJK Stock Holding History

Beese Fulmer Investment Management’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 Q3	–	Sell	-7,320	Closed	-$170K	–	599
2020 Q2	$170K	Buy	+7,320	New	+$170K	0.03%	197

Other funds holding BSJK

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

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

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

UCFA

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

IWMA

Ironwood Wealth Management (Arizona) Chandler, Arizona $451M AUM 13.94% 1-Year Est. Return

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

AMG

Advisors Management Group La Crosse, Wisconsin $604M AUM 64.38% 1-Year Est. Return

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

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Beese Fulmer Investment Management's BSJK Position: Q3 2020 in Review

Beese Fulmer Investment Management sold out of Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) in Q3 2020, closing a stake of 7,320 shares — an estimated $170K sold.

Beese Fulmer Investment Management first reported a position in BSJK in Q2 2020 and held it in 1 quarter. The position peaked at $170K in Q2 2020. 134 funds tracked by Wall St. Rank hold BSJK as of Q3 2020.

Beese Fulmer Investment Management reported no remaining Invesco BulletShares 2020 High Yield Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
Beese Fulmer Investment Management sold 7,320 Invesco BulletShares 2020 High Yield Corporate Bond ETF shares in Q3 2020, an estimated $170K.
Beese Fulmer Investment Management first reported a position in Invesco BulletShares 2020 High Yield Corporate Bond ETF in Q2 2020 and held it in 1 quarter.
Beese Fulmer Investment Management's Invesco BulletShares 2020 High Yield Corporate Bond ETF position peaked at $170K in Q2 2020.
134 funds tracked by Wall St. Rank held Invesco BulletShares 2020 High Yield Corporate Bond ETF as of Q3 2020.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2020, filed 8 Oct 2020.