FAG
BSJO

Financial Advisory Group’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Financial Advisory Group’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
2018
Q2 		– Sell
-24,405
Closed -$495K – 67
2018
Q1 		$495K Buy
+24,405
New +$616K 0.15% 36

Other funds holding BSJO

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
WI
WrapManager Inc Mill Valley, California $288M AUM 16.3% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Financial Advisory Group's BSJO Position: Q2 2018 in Review

Financial Advisory Group sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q2 2018, closing a stake of 24,405 shares — an estimated $495K sold.

Financial Advisory Group first reported a position in BSJO in Q1 2018 and held it in 1 quarter. The position peaked at $495K in Q1 2018. 22 funds tracked by Wall St. Rank hold BSJO as of Q2 2018.

  • Financial Advisory Group reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Financial Advisory Group sold 24,405 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q2 2018, an estimated $495K.
  • Financial Advisory Group first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q1 2018 and held it in 1 quarter.
  • Financial Advisory Group's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $495K in Q1 2018.
  • 22 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q2 2018.

Based on Financial Advisory Group's 13F filing for Q2 2018, filed 8 Aug 2018.