Fusion Family Wealth’s Invesco BulletShares 2020 High Yield Corporate Bond ETF BSJK Stock Holding History

Fusion Family Wealth’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
2017 Q4	–	Sell	-905	Closed	-$23K	–	314
2017 Q3	$23K	Hold	905	–	–	0.01%	127
2017 Q2	$22K	Hold	905	–	–	0.01%	166
2017 Q1	$22K	Sell	905 -1,642	-64%	-$40.3K	0.01%	159
2016 Q4	$62K	Buy	+2,547	New	+$61.5K	0.04%	113

Other funds holding BSJK

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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

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

LFPWM

Leicht Financial Planning & Wealth Management Parsippany, New Jersey $244M AUM 17.11% 1-Year Est. Return

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

UCFA

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

GHA

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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

ACG

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

Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return

Fusion Family Wealth's BSJK Position: Q4 2017 in Review

Fusion Family Wealth sold out of Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) in Q4 2017, closing a stake of 905 shares — an estimated $23K sold.

Fusion Family Wealth first reported a position in BSJK in Q4 2016 and held it in 4 quarters. The position peaked at $62K in Q4 2016. 101 funds tracked by Wall St. Rank hold BSJK as of Q4 2017.

Fusion Family Wealth reported no remaining Invesco BulletShares 2020 High Yield Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
Fusion Family Wealth sold 905 Invesco BulletShares 2020 High Yield Corporate Bond ETF shares in Q4 2017, an estimated $23K.
Fusion Family Wealth first reported a position in Invesco BulletShares 2020 High Yield Corporate Bond ETF in Q4 2016 and held it in 4 quarters.
Fusion Family Wealth's Invesco BulletShares 2020 High Yield Corporate Bond ETF position peaked at $62K in Q4 2016.
101 funds tracked by Wall St. Rank held Invesco BulletShares 2020 High Yield Corporate Bond ETF as of Q4 2017.

Based on Fusion Family Wealth's 13F filing for Q4 2017, filed 6 Feb 2018.