Financial Gravity Companies’s Invesco BulletShares 2020 High Yield Corporate Bond ETF BSJK Stock Holding History

Financial Gravity Companies’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
2018 Q4	$116K	Buy	+4,848	New	+$116K	0.11%	190
2018 Q1	$181K	Buy	7,460 +394	+6%	+$9.62K	0.19%	112
2017 Q4	$174K	Buy	+7,066	New	+$175K	0.2%	101

Other funds holding BSJK

SEIA

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

WCM

Weatherstone Capital Management Denver, Colorado $94.5M AUM 8.25% 1-Year Est. Return

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

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

Financial Gravity Companies's BSJK Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) in Q4 2018: 4,848 shares worth $116K. The stake represents 0.11% of the portfolio and ranks #190 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in BSJK as recently as Q1 2018.

Financial Gravity Companies first reported a position in BSJK in Q4 2017 and has held it in 3 quarters since. The position peaked at $181K in Q1 2018. 134 funds tracked by Wall St. Rank hold BSJK as of Q4 2018.

Financial Gravity Companies held 4,848 shares of Invesco BulletShares 2020 High Yield Corporate Bond ETF worth $116K as of Q4 2018.
Invesco BulletShares 2020 High Yield Corporate Bond ETF was a new Financial Gravity Companies position in Q4 2018.
Invesco BulletShares 2020 High Yield Corporate Bond ETF made up 0.11% of Financial Gravity Companies's portfolio in Q4 2018, its #190 holding.
Financial Gravity Companies first reported a position in Invesco BulletShares 2020 High Yield Corporate Bond ETF in Q4 2017 and has held it in 3 quarters since.
Financial Gravity Companies's Invesco BulletShares 2020 High Yield Corporate Bond ETF position peaked at $181K in Q1 2018.
134 funds tracked by Wall St. Rank held Invesco BulletShares 2020 High Yield Corporate Bond ETF as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.