FCG Advisors’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

FCG Advisors’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 Q3	$962K	Buy	39,893 +87	+0.2%	+$2.1K	0.23%	65
2020 Q2	$933K	Buy	39,806 +11,043	+38%	+$255K	0.24%	58
2020 Q1	$639K	Buy	28,763 +17,298	+151%	+$423K	0.18%	70
2019 Q4	$292K	Buy	+11,465	New	+$289K	0.08%	129

Other funds holding BSJO

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

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

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

SIC

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

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

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

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

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

PWSG

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

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

FCG Advisors's BSJO Position: Q3 2020 in Review

FCG Advisors increased its Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) stake by 0.22% in Q3 2020, buying an estimated $2.1K and bringing the position to 39,893 shares worth $962K. The position accounts for 0.23% of the portfolio, ranked #65.

FCG Advisors first reported a position in BSJO in Q4 2019 and has held it in 4 quarters since. 58 funds tracked by Wall St. Rank hold BSJO as of Q3 2020.

FCG Advisors held 39,893 shares of Invesco BulletShares 2024 High Yield Corporate Bond ETF worth $962K as of Q3 2020.
FCG Advisors bought 87 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q3 2020, an estimated $2.1K.
Invesco BulletShares 2024 High Yield Corporate Bond ETF made up 0.23% of FCG Advisors's portfolio in Q3 2020, its #65 holding.
FCG Advisors first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q4 2019 and has held it in 4 quarters since.
58 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q3 2020.

Based on FCG Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.