KFA
BSJM

Kabarec Financial Advisors’s Invesco BulletShares 2022 High Yield Corporate Bond ETF BSJM Stock Holding History

Kabarec Financial Advisors’s Portfolio BSJM Stock Details BSJM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		$4.14M Sell
169,384
-17,313
-9% -$425K 3.17% 15
2018
Q1 		$4.58M Buy
186,697
+50,999
+38% +$1.26M 2.9% 16
2017
Q4 		$3.38M Buy
+135,698
New +$3.42M 2.07% 20

Other funds holding BSJM

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return

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

Kabarec Financial Advisors reduced its Invesco BulletShares 2022 High Yield Corporate Bond ETF (BSJM) stake by 9.3% in Q2 2018, selling an estimated $425K and leaving 169,384 shares worth $4.14M. The position accounts for 3.17% of the portfolio, ranked #15.

Kabarec Financial Advisors first reported a position in BSJM in Q4 2017 and has held it in 3 quarters since. The position peaked at $4.58M in Q1 2018. 69 funds tracked by Wall St. Rank hold BSJM as of Q2 2018.

  • Kabarec Financial Advisors held 169,384 shares of Invesco BulletShares 2022 High Yield Corporate Bond ETF worth $4.14M as of Q2 2018.
  • Kabarec Financial Advisors sold 17,313 Invesco BulletShares 2022 High Yield Corporate Bond ETF shares in Q2 2018, an estimated $425K.
  • Invesco BulletShares 2022 High Yield Corporate Bond ETF made up 3.17% of Kabarec Financial Advisors's portfolio in Q2 2018, its #15 holding.
  • Kabarec Financial Advisors first reported a position in Invesco BulletShares 2022 High Yield Corporate Bond ETF in Q4 2017 and has held it in 3 quarters since.
  • Kabarec Financial Advisors's Invesco BulletShares 2022 High Yield Corporate Bond ETF position peaked at $4.58M in Q1 2018.
  • 69 funds tracked by Wall St. Rank held Invesco BulletShares 2022 High Yield Corporate Bond ETF as of Q2 2018.

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