Financial Architects (New Jersey)’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Financial Architects (New Jersey)’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 Q2	–	Sell	-485	Closed	-$11K	–	925
2020 Q1	$11K	Hold	485	–	–	﹤0.01%	611
2019 Q4	$12K	Buy	+485	New	+$12.2K	﹤0.01%	655

Other funds holding BSJO

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

UCFA

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

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

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

SIC

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

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

PWSG

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

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

Financial Architects (New Jersey)'s BSJO Position: Q2 2020 in Review

Financial Architects (New Jersey) sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q2 2020, closing a stake of 485 shares — an estimated $11K sold.

Financial Architects (New Jersey) first reported a position in BSJO in Q4 2019 and held it in 2 quarters. The position peaked at $12K in Q4 2019. 61 funds tracked by Wall St. Rank hold BSJO as of Q2 2020.

Financial Architects (New Jersey) reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 485 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q2 2020, an estimated $11K.
Financial Architects (New Jersey) first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q4 2019 and held it in 2 quarters.
Financial Architects (New Jersey)'s Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $12K in Q4 2019.
61 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q2 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2020, filed 11 Aug 2020.