ICOA
BSJK

Investment Centers of America’s Invesco BulletShares 2020 High Yield Corporate Bond ETF BSJK Stock Holding History

Investment Centers of America’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
-40,150
Closed -$997K – 556
2017
Q3 		$997K Sell
40,150
-600
-1% -$14.9K 0.07% 223
2017
Q2 		$1.01M Buy
40,750
+1,100
+3% +$27.2K 0.08% 222
2017
Q1 		$978K Buy
39,650
+500
+1% +$12.3K 0.08% 233
2016
Q4 		$952K Buy
39,150
+1,400
+4% +$33.8K 0.08% 218
2016
Q3 		$919K Hold
37,750
– – 0.1% 194
2016
Q2 		$894K Buy
37,750
+5,900
+19% +$138K 0.1% 188
2016
Q1 		$726K Buy
31,850
+18,800
+144% +$418K 0.08% 226
2015
Q4 		$296K Buy
13,050
+4,000
+44% +$93.8K 0.04% 331
2015
Q3 		$213K Buy
+9,050
New +$223K 0.03% 381

Other funds holding BSJK

Wells Fargo
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
GI
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
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 $9.93B AUM 28.91% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return

Investment Centers of America's BSJK Position: Q4 2017 in Review

Investment Centers of America sold out of Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) in Q4 2017, closing a stake of 40,150 shares — an estimated $997K sold.

Investment Centers of America first reported a position in BSJK in Q3 2015 and held it in 9 quarters. The position peaked at $1.01M in Q2 2017. 101 funds tracked by Wall St. Rank hold BSJK as of Q4 2017.

  • Investment Centers of America reported no remaining Invesco BulletShares 2020 High Yield Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Investment Centers of America sold 40,150 Invesco BulletShares 2020 High Yield Corporate Bond ETF shares in Q4 2017, an estimated $997K.
  • Investment Centers of America first reported a position in Invesco BulletShares 2020 High Yield Corporate Bond ETF in Q3 2015 and held it in 9 quarters.
  • Investment Centers of America's Invesco BulletShares 2020 High Yield Corporate Bond ETF position peaked at $1.01M in Q2 2017.
  • 101 funds tracked by Wall St. Rank held Invesco BulletShares 2020 High Yield Corporate Bond ETF as of Q4 2017.

Based on Investment Centers of America's 13F filing for Q4 2017, filed 14 Feb 2018.