Benjamin Edwards Inc’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Benjamin Edwards Inc’s Portfolio BSJO Stock Details BSJO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-580	Closed	-$13K	–	393
2020 Q1	$13K	Buy	580 +35	+6%	+$855	0.01%	268
2019 Q4	$14K	Buy	545 +3	+0.6%	+$76	0.03%	204
2019 Q3	$14K	Sell	542 -7	-1%	-$177	0.03%	200
2019 Q2	$14K	Buy	549 +43	+8%	+$1.08K	0.03%	192
2019 Q1	$13K	Buy	+506	New	+$12.4K	0.06%	189

Other funds holding BSJO

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UCFA

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

SIC

SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return

FTUS

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PWSG

Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Benjamin Edwards Inc's BSJO Position: Q2 2020 in Review

Benjamin Edwards Inc sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q2 2020, closing a stake of 580 shares — an estimated $13K sold.

Benjamin Edwards Inc first reported a position in BSJO in Q1 2019 and held it in 5 quarters. The position peaked at $14K in Q4 2019. 61 funds tracked by Wall St. Rank hold BSJO as of Q2 2020.

Benjamin Edwards Inc reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
Benjamin Edwards Inc sold 580 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q2 2020, an estimated $13K.
Benjamin Edwards Inc first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q1 2019 and held it in 5 quarters.
Benjamin Edwards Inc's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $14K in Q4 2019.
61 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q2 2020.

Based on Benjamin Edwards Inc's 13F filing for Q2 2020, filed 14 Aug 2020.