EWM
BSJK

Executive Wealth Management’s Invesco BulletShares 2020 High Yield Corporate Bond ETF BSJK Stock Holding History

Executive Wealth 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
2019
Q3 		– Sell
-1,299
Closed -$31K – 903
2019
Q2 		$31K Buy
1,299
+54
+4% +$1.3K ﹤0.01% 393
2019
Q1 		$30K Hold
1,245
– – 0.01% 358
2018
Q4 		$29K Buy
+1,245
New +$29.8K 0.01% 374

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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Executive Wealth Management's BSJK Position: Q3 2019 in Review

Executive Wealth Management sold out of Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) in Q3 2019, closing a stake of 1,299 shares — an estimated $31K sold.

Executive Wealth Management first reported a position in BSJK in Q4 2018 and held it in 3 quarters. The position peaked at $31K in Q2 2019. 141 funds tracked by Wall St. Rank hold BSJK as of Q3 2019.

  • Executive Wealth Management reported no remaining Invesco BulletShares 2020 High Yield Corporate Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 1,299 Invesco BulletShares 2020 High Yield Corporate Bond ETF shares in Q3 2019, an estimated $31K.
  • Executive Wealth Management first reported a position in Invesco BulletShares 2020 High Yield Corporate Bond ETF in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Invesco BulletShares 2020 High Yield Corporate Bond ETF position peaked at $31K in Q2 2019.
  • 141 funds tracked by Wall St. Rank held Invesco BulletShares 2020 High Yield Corporate Bond ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.