IAA
BSJK

Independent Advisor Alliance’s Invesco BulletShares 2020 High Yield Corporate Bond ETF BSJK Stock Holding History

Independent Advisor Alliance’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
-12,182
Closed -$292K – 929
2019
Q4 		$292K Buy
+12,182
New +$291K 0.01% 687

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

Independent Advisor Alliance's BSJK Position: Q1 2020 in Review

Independent Advisor Alliance sold out of Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) in Q1 2020, closing a stake of 12,182 shares — an estimated $292K sold.

Independent Advisor Alliance first reported a position in BSJK in Q4 2019 and held it in 1 quarter. The position peaked at $292K in Q4 2019. 143 funds tracked by Wall St. Rank hold BSJK as of Q1 2020.

  • Independent Advisor Alliance reported no remaining Invesco BulletShares 2020 High Yield Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 12,182 Invesco BulletShares 2020 High Yield Corporate Bond ETF shares in Q1 2020, an estimated $292K.
  • Independent Advisor Alliance first reported a position in Invesco BulletShares 2020 High Yield Corporate Bond ETF in Q4 2019 and held it in 1 quarter.
  • Independent Advisor Alliance's Invesco BulletShares 2020 High Yield Corporate Bond ETF position peaked at $292K 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 Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.