Financial Advocates Investment Management’s Invesco BulletShares 2025 High Yield Corporate Bond ETF BSJP Stock Holding History

Financial Advocates Investment Management’s Portfolio BSJP Stock Details BSJP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-8,839	Closed	-$201K	–	632
2020 Q2	$201K	Buy	+8,839	New	+$197K	0.02%	569

Other funds holding BSJP

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RFWA

RPg Family Wealth Advisory Burlington, Massachusetts $600M AUM 36.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Advocates Investment Management's BSJP Position: Q3 2020 in Review

Financial Advocates Investment Management sold out of Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) in Q3 2020, closing a stake of 8,839 shares — an estimated $201K sold.

Financial Advocates Investment Management first reported a position in BSJP in Q2 2020 and held it in 1 quarter. The position peaked at $201K in Q2 2020. 37 funds tracked by Wall St. Rank hold BSJP as of Q3 2020.

Financial Advocates Investment Management reported no remaining Invesco BulletShares 2025 High Yield Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
Financial Advocates Investment Management sold 8,839 Invesco BulletShares 2025 High Yield Corporate Bond ETF shares in Q3 2020, an estimated $201K.
Financial Advocates Investment Management first reported a position in Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q2 2020 and held it in 1 quarter.
Financial Advocates Investment Management's Invesco BulletShares 2025 High Yield Corporate Bond ETF position peaked at $201K in Q2 2020.
37 funds tracked by Wall St. Rank held Invesco BulletShares 2025 High Yield Corporate Bond ETF as of Q3 2020.

Based on Financial Advocates Investment Management's 13F filing for Q3 2020, filed 4 Nov 2020.