KFA
BSJK

Kabarec Financial Advisors’s Invesco BulletShares 2020 High Yield Corporate Bond ETF BSJK Stock Holding History

Kabarec Financial Advisors’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
Q2 		$4.16M Sell
171,353
-22,290
-12% -$541K 3.18% 14
2018
Q1 		$4.71M Buy
193,643
+37,524
+24% +$916K 2.99% 15
2017
Q4 		$3.83M Buy
+156,119
New +$3.86M 2.35% 16

Other funds holding BSJK

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LFPWM
Leicht Financial Planning & Wealth Management Parsippany, New Jersey $244M AUM 17.11% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
AMG
Advisors Management Group La Crosse, Wisconsin $549M AUM 29.35% 1-Year Est. Return

Kabarec Financial Advisors's BSJK Position: Q2 2018 in Review

Kabarec Financial Advisors reduced its Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) stake by 12% in Q2 2018, selling an estimated $541K and leaving 171,353 shares worth $4.16M. The position accounts for 3.18% of the portfolio, ranked #14.

Kabarec Financial Advisors first reported a position in BSJK in Q4 2017 and has held it in 3 quarters since. The position peaked at $4.71M in Q1 2018. 112 funds tracked by Wall St. Rank hold BSJK as of Q2 2018.

  • Kabarec Financial Advisors held 171,353 shares of Invesco BulletShares 2020 High Yield Corporate Bond ETF worth $4.16M as of Q2 2018.
  • Kabarec Financial Advisors sold 22,290 Invesco BulletShares 2020 High Yield Corporate Bond ETF shares in Q2 2018, an estimated $541K.
  • Invesco BulletShares 2020 High Yield Corporate Bond ETF made up 3.18% of Kabarec Financial Advisors's portfolio in Q2 2018, its #14 holding.
  • Kabarec Financial Advisors first reported a position in Invesco BulletShares 2020 High Yield Corporate Bond ETF in Q4 2017 and has held it in 3 quarters since.
  • Kabarec Financial Advisors's Invesco BulletShares 2020 High Yield Corporate Bond ETF position peaked at $4.71M in Q1 2018.
  • 112 funds tracked by Wall St. Rank held Invesco BulletShares 2020 High Yield Corporate Bond ETF as of Q2 2018.

Based on Kabarec Financial Advisors's 13F filing for Q2 2018, filed 9 Aug 2018.