FGC
BSJL

Financial Gravity Companies’s Invesco BulletShares 2021 High Yield Corporate Bond ETF BSJL Stock Holding History

Financial Gravity Companies’s Portfolio BSJL Stock Details BSJL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$116K Buy
+4,727
New +$115K 0.11% 189

Other funds holding BSJL

ACG
Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
WCM
Weatherstone Capital Management Denver, Colorado $94.5M AUM 8.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Financial Gravity Companies opened a new position in Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) in Q4 2018: 4,727 shares worth $116K. The stake represents 0.11% of the portfolio and ranks #189 among its holdings.

95 funds tracked by Wall St. Rank hold BSJL as of Q4 2018.

  • Financial Gravity Companies held 4,727 shares of Invesco BulletShares 2021 High Yield Corporate Bond ETF worth $116K as of Q4 2018.
  • Invesco BulletShares 2021 High Yield Corporate Bond ETF was a new Financial Gravity Companies position in Q4 2018.
  • Invesco BulletShares 2021 High Yield Corporate Bond ETF made up 0.11% of Financial Gravity Companies's portfolio in Q4 2018, its #189 holding.
  • 95 funds tracked by Wall St. Rank held Invesco BulletShares 2021 High Yield Corporate Bond ETF as of Q4 2018.

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