EWA
BSJK

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

EP 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
Q1 		– Sell
-9,800
Closed -$230K – 298
2018
Q4 		$230K Buy
+9,800
New +$234K 0.02% 230

Other funds holding BSJK

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Bank of America
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AMG
Advisors Management Group La Crosse, Wisconsin $549M AUM 29.35% 1-Year Est. Return

EP Wealth Advisors's BSJK Position: Q1 2019 in Review

EP Wealth Advisors sold out of Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) in Q1 2019, closing a stake of 9,800 shares — an estimated $230K sold.

EP Wealth Advisors first reported a position in BSJK in Q4 2018 and held it in 1 quarter. The position peaked at $230K in Q4 2018. 142 funds tracked by Wall St. Rank hold BSJK as of Q1 2019.

  • EP Wealth Advisors reported no remaining Invesco BulletShares 2020 High Yield Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
  • EP Wealth Advisors sold 9,800 Invesco BulletShares 2020 High Yield Corporate Bond ETF shares in Q1 2019, an estimated $230K.
  • EP Wealth Advisors first reported a position in Invesco BulletShares 2020 High Yield Corporate Bond ETF in Q4 2018 and held it in 1 quarter.
  • EP Wealth Advisors's Invesco BulletShares 2020 High Yield Corporate Bond ETF position peaked at $230K in Q4 2018.
  • 142 funds tracked by Wall St. Rank held Invesco BulletShares 2020 High Yield Corporate Bond ETF as of Q1 2019.

Based on EP Wealth Advisors's 13F filing for Q1 2019, filed 20 May 2019.