Global Financial Private Capital’s Invesco BulletShares 2020 High Yield Corporate Bond ETF BSJK Stock Holding History

Global Financial Private Capital’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	-864	Closed	-$21K	–	449
2019 Q4	$21K	Hold	864	–	–	﹤0.01%	319
2019 Q3	$21K	Hold	864	–	–	﹤0.01%	297
2019 Q2	$21K	Buy	+864	New	+$20.8K	﹤0.01%	346
2018 Q4	–	Sell	-10,227	Closed	-$249K	–	537
2018 Q3	$249K	Buy	+10,227	New	+$249K	0.01%	471

Other funds holding BSJK

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

AMG

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

Global Financial Private Capital's BSJK Position: Q1 2020 in Review

Global Financial Private Capital sold out of Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) in Q1 2020, closing a stake of 864 shares — an estimated $21K sold.

Global Financial Private Capital first reported a position in BSJK in Q3 2018 and held it in 4 quarters. The position peaked at $249K in Q3 2018. 143 funds tracked by Wall St. Rank hold BSJK as of Q1 2020.

Global Financial Private Capital reported no remaining Invesco BulletShares 2020 High Yield Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
Global Financial Private Capital sold 864 Invesco BulletShares 2020 High Yield Corporate Bond ETF shares in Q1 2020, an estimated $21K.
Global Financial Private Capital first reported a position in Invesco BulletShares 2020 High Yield Corporate Bond ETF in Q3 2018 and held it in 4 quarters.
Global Financial Private Capital's Invesco BulletShares 2020 High Yield Corporate Bond ETF position peaked at $249K in Q3 2018.
143 funds tracked by Wall St. Rank held Invesco BulletShares 2020 High Yield Corporate Bond ETF as of Q1 2020.

Based on Global Financial Private Capital's 13F filing for Q1 2020, filed 12 May 2020.