FIA
BSJK

Foundations Investment Advisors’s Invesco BulletShares 2020 High Yield Corporate Bond ETF BSJK Stock Holding History

Foundations Investment Advisors’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
2020
Q1 		– Sell
-45,142
Closed -$1.08M – 154
2019
Q4 		$1.08M Buy
+45,142
New +$1.08M 0.13% 67

Other funds holding BSJK

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AMG
Advisors Management Group La Crosse, Wisconsin $549M AUM 29.35% 1-Year Est. Return

Foundations Investment Advisors's BSJK Position: Q1 2020 in Review

Foundations Investment Advisors sold out of Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) in Q1 2020, closing a stake of 45,142 shares — an estimated $1.08M sold.

Foundations Investment Advisors first reported a position in BSJK in Q4 2019 and held it in 1 quarter. The position peaked at $1.08M in Q4 2019. 143 funds tracked by Wall St. Rank hold BSJK as of Q1 2020.

  • Foundations Investment Advisors reported no remaining Invesco BulletShares 2020 High Yield Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Foundations Investment Advisors sold 45,142 Invesco BulletShares 2020 High Yield Corporate Bond ETF shares in Q1 2020, an estimated $1.08M.
  • Foundations Investment Advisors first reported a position in Invesco BulletShares 2020 High Yield Corporate Bond ETF in Q4 2019 and held it in 1 quarter.
  • Foundations Investment Advisors's Invesco BulletShares 2020 High Yield Corporate Bond ETF position peaked at $1.08M in Q4 2019.
  • 143 funds tracked by Wall St. Rank held Invesco BulletShares 2020 High Yield Corporate Bond ETF as of Q1 2020.

Based on Foundations Investment Advisors's 13F filing for Q1 2020, filed 6 Apr 2020.