FCAG
BSJK

First Capital Advisors Group’s Invesco BulletShares 2020 High Yield Corporate Bond ETF BSJK Stock Holding History

First Capital Advisors 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 		$1.58M Buy
67,573
+32,309
+92% +$773K 1.19% 23
2018
Q3 		$858K Buy
+35,264
New +$858K 0.53% 42

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 $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

First Capital Advisors Group's BSJK Position: Q4 2018 in Review

First Capital Advisors Group increased its Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) stake by 92% in Q4 2018, buying an estimated $773K and bringing the position to 67,573 shares worth $1.58M. The position accounts for 1.19% of the portfolio, ranked #23.

First Capital Advisors Group first reported a position in BSJK in Q3 2018 and has held it in 2 quarters since. 134 funds tracked by Wall St. Rank hold BSJK as of Q4 2018.

  • First Capital Advisors Group held 67,573 shares of Invesco BulletShares 2020 High Yield Corporate Bond ETF worth $1.58M as of Q4 2018.
  • First Capital Advisors Group bought 32,309 Invesco BulletShares 2020 High Yield Corporate Bond ETF shares in Q4 2018, an estimated $773K.
  • Invesco BulletShares 2020 High Yield Corporate Bond ETF made up 1.19% of First Capital Advisors Group's portfolio in Q4 2018, its #23 holding.
  • First Capital Advisors Group first reported a position in Invesco BulletShares 2020 High Yield Corporate Bond ETF in Q3 2018 and has held it in 2 quarters since.
  • 134 funds tracked by Wall St. Rank held Invesco BulletShares 2020 High Yield Corporate Bond ETF as of Q4 2018.

Based on First Capital Advisors Group's 13F filing for Q4 2018, filed 7 Feb 2019.