FinTrust Capital Advisors’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

FinTrust Capital Advisors’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 Q1	–	Sell	-640	Closed	-$16K	–	1191
2019 Q4	$16K	Hold	640	–	–	0.01%	680
2019 Q3	$16K	Hold	640	–	–	0.01%	689
2019 Q2	$16K	Hold	640	–	–	0.01%	653
2019 Q1	$16K	Hold	640	–	–	0.01%	670
2018 Q4	$15K	Buy	+640	New	+$15.5K	0.01%	678

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

SIC

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

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

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

FinTrust Capital Advisors's BSJO Position: Q1 2020 in Review

FinTrust Capital Advisors sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q1 2020, closing a stake of 640 shares — an estimated $16K sold.

FinTrust Capital Advisors first reported a position in BSJO in Q4 2018 and held it in 5 quarters. The position peaked at $16K in Q4 2019. 62 funds tracked by Wall St. Rank hold BSJO as of Q1 2020.

FinTrust Capital Advisors reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
FinTrust Capital Advisors sold 640 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q1 2020, an estimated $16K.
FinTrust Capital Advisors first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q4 2018 and held it in 5 quarters.
FinTrust Capital Advisors's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $16K in Q4 2019.
62 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q1 2020.

Based on FinTrust Capital Advisors's 13F filing for Q1 2020, filed 15 May 2020.