First Allied Advisory Services’s Invesco BulletShares 2021 High Yield Corporate Bond ETF BSJL Stock Holding History

First Allied Advisory Services’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
2019 Q4	–	Sell	-2,283	Closed	-$56K	–	1658
2019 Q3	$56K	Buy	+2,283	New	+$56.3K	﹤0.01%	1339
2018 Q1	–	Sell	-1,195	Closed	-$29K	–	1530
2017 Q4	$29K	Buy	+1,195	New	+$30K	﹤0.01%	1365

Other funds holding BSJL

UCFA

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

AMG

Advisors Management Group La Crosse, Wisconsin $549M AUM 29.35% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

First Allied Advisory Services's BSJL Position: Q4 2019 in Review

First Allied Advisory Services sold out of Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) in Q4 2019, closing a stake of 2,283 shares — an estimated $56K sold.

First Allied Advisory Services first reported a position in BSJL in Q4 2017 and held it in 2 quarters. The position peaked at $56K in Q3 2019. 134 funds tracked by Wall St. Rank hold BSJL as of Q4 2019.

First Allied Advisory Services reported no remaining Invesco BulletShares 2021 High Yield Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
First Allied Advisory Services sold 2,283 Invesco BulletShares 2021 High Yield Corporate Bond ETF shares in Q4 2019, an estimated $56K.
First Allied Advisory Services first reported a position in Invesco BulletShares 2021 High Yield Corporate Bond ETF in Q4 2017 and held it in 2 quarters.
First Allied Advisory Services's Invesco BulletShares 2021 High Yield Corporate Bond ETF position peaked at $56K in Q3 2019.
134 funds tracked by Wall St. Rank held Invesco BulletShares 2021 High Yield Corporate Bond ETF as of Q4 2019.

Based on First Allied Advisory Services's 13F filing for Q4 2019, filed 10 Feb 2020.