Ladenburg Thalmann Financial Services’s Invesco BulletShares 2025 High Yield Corporate Bond ETF BSJP Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio BSJP Stock Details BSJP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$133K	Buy	5,383 +1,572	+41%	+$38.6K	﹤0.01%	2812
2019 Q3	$93K	Buy	3,811 +18	+0.5%	+$440	﹤0.01%	2984
2019 Q2	$93K	Buy	3,793 +223	+6%	+$5.41K	﹤0.01%	3016
2019 Q1	$86K	Buy	3,570 +18	+0.5%	+$426	﹤0.01%	2988
2018 Q4	$80K	Buy	3,552 +21	+0.6%	+$492	﹤0.01%	2915
2018 Q3	$86K	Buy	3,531 +2,845	+415%	+$69K	﹤0.01%	2938
2018 Q2	$17K	Hold	686	–	–	﹤0.01%	3917
2018 Q1	$17K	Buy	+686	New	+$16.8K	﹤0.01%	3917

Other funds holding BSJP

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Ladenburg Thalmann Financial Services's BSJP Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) stake by 41% in Q4 2019, buying an estimated $38.6K and bringing the position to 5,383 shares worth $133K. The position accounts for ﹤0.01% of the portfolio, ranked #2812.

Ladenburg Thalmann Financial Services first reported a position in BSJP in Q1 2018 and has held it in 8 quarters since. 38 funds tracked by Wall St. Rank hold BSJP as of Q4 2019.

Ladenburg Thalmann Financial Services held 5,383 shares of Invesco BulletShares 2025 High Yield Corporate Bond ETF worth $133K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 1,572 Invesco BulletShares 2025 High Yield Corporate Bond ETF shares in Q4 2019, an estimated $38.6K.
Invesco BulletShares 2025 High Yield Corporate Bond ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2812 holding.
Ladenburg Thalmann Financial Services first reported a position in Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q1 2018 and has held it in 8 quarters since.
38 funds tracked by Wall St. Rank held Invesco BulletShares 2025 High Yield Corporate Bond ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.