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

FDx 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
2017 Q4	–	Sell	-82,820	Closed	-$2.07M	–	1321
2017 Q3	$2.07M	Buy	82,820 +22,354	+37%	+$555K	0.06%	302
2017 Q2	$1.5M	Buy	+60,466	New	+$1.5M	0.04%	397
2017 Q1	–	Sell	-80,928	Closed	-$1.96M	–	1237
2016 Q4	$1.96M	Buy	+80,928	New	+$1.96M	0.06%	286

Other funds holding BSJK

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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

LFPWM

Leicht Financial Planning & Wealth Management Parsippany, New Jersey $220M AUM 13.91% 1-Year Est. Return

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

UCFA

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

GHA

GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

ACG

Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return

Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return

FDx Advisors's BSJK Position: Q4 2017 in Review

FDx Advisors sold out of Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) in Q4 2017, closing a stake of 82,820 shares — an estimated $2.07M sold.

FDx Advisors first reported a position in BSJK in Q4 2016 and held it in 3 quarters. The position peaked at $2.07M in Q3 2017. 101 funds tracked by Wall St. Rank hold BSJK as of Q4 2017.

FDx Advisors reported no remaining Invesco BulletShares 2020 High Yield Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
FDx Advisors sold 82,820 Invesco BulletShares 2020 High Yield Corporate Bond ETF shares in Q4 2017, an estimated $2.07M.
FDx Advisors first reported a position in Invesco BulletShares 2020 High Yield Corporate Bond ETF in Q4 2016 and held it in 3 quarters.
FDx Advisors's Invesco BulletShares 2020 High Yield Corporate Bond ETF position peaked at $2.07M in Q3 2017.
101 funds tracked by Wall St. Rank held Invesco BulletShares 2020 High Yield Corporate Bond ETF as of Q4 2017.

Based on FDx Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.