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

Freedom Investment Management’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 Q3	–	Sell	-110,933	Closed	-$2.69M	–	995
2018 Q2	$2.69M	Buy	110,933 +7,950	+8%	+$193K	0.16%	106
2018 Q1	$2.51M	Buy	102,983 +4,564	+5%	+$111K	0.13%	129
2017 Q4	$2.41M	Buy	98,419 +2,161	+2%	+$53.4K	0.12%	121
2017 Q3	$2.4M	Buy	+96,258	New	+$2.39M	0.13%	112

Other funds holding BSJK

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

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

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

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

UCFA

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

ACG

Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AMG

Advisors Management Group La Crosse, Wisconsin $604M AUM 64.38% 1-Year Est. Return

Freedom Investment Management's BSJK Position: Q3 2018 in Review

Freedom Investment Management sold out of Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) in Q3 2018, closing a stake of 110,933 shares — an estimated $2.69M sold.

Freedom Investment Management first reported a position in BSJK in Q3 2017 and held it in 4 quarters. The position peaked at $2.69M in Q2 2018. 112 funds tracked by Wall St. Rank hold BSJK as of Q3 2018.

Freedom Investment Management reported no remaining Invesco BulletShares 2020 High Yield Corporate Bond ETF position as of Q3 2018 after selling out during the quarter.
Freedom Investment Management sold 110,933 Invesco BulletShares 2020 High Yield Corporate Bond ETF shares in Q3 2018, an estimated $2.69M.
Freedom Investment Management first reported a position in Invesco BulletShares 2020 High Yield Corporate Bond ETF in Q3 2017 and held it in 4 quarters.
Freedom Investment Management's Invesco BulletShares 2020 High Yield Corporate Bond ETF position peaked at $2.69M in Q2 2018.
112 funds tracked by Wall St. Rank held Invesco BulletShares 2020 High Yield Corporate Bond ETF as of Q3 2018.

Based on Freedom Investment Management's 13F filing for Q3 2018, filed 17 Oct 2018.