FIMG
BSJK

Financial & Investment Management Group’s Invesco BulletShares 2020 High Yield Corporate Bond ETF BSJK Stock Holding History

Financial & Investment Management Group’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 		– Sell
-373,075
Closed -$9.07M – 137
2018
Q3 		$9.07M Buy
+373,075
New +$9.08M 2.99% 7

Other funds holding BSJK

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Financial & Investment Management Group's BSJK Position: Q4 2018 in Review

Financial & Investment Management Group sold out of Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) in Q4 2018, closing a stake of 373,075 shares — an estimated $9.07M sold.

Financial & Investment Management Group first reported a position in BSJK in Q3 2018 and held it in 1 quarter. The position peaked at $9.07M in Q3 2018. 134 funds tracked by Wall St. Rank hold BSJK as of Q4 2018.

  • Financial & Investment Management Group reported no remaining Invesco BulletShares 2020 High Yield Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Financial & Investment Management Group sold 373,075 Invesco BulletShares 2020 High Yield Corporate Bond ETF shares in Q4 2018, an estimated $9.07M.
  • Financial & Investment Management Group first reported a position in Invesco BulletShares 2020 High Yield Corporate Bond ETF in Q3 2018 and held it in 1 quarter.
  • Financial & Investment Management Group's Invesco BulletShares 2020 High Yield Corporate Bond ETF position peaked at $9.07M in Q3 2018.
  • 134 funds tracked by Wall St. Rank held Invesco BulletShares 2020 High Yield Corporate Bond ETF as of Q4 2018.

Based on Financial & Investment Management Group's 13F filing for Q4 2018, filed 30 Jan 2019.