Lenox Wealth Management’s Invesco BulletShares 2020 High Yield Corporate Bond ETF BSJK Stock Holding History

Lenox Wealth Management’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 Q2	$51K	Hold	2,194	–	–	0.02%	249
2020 Q1	$50K	Hold	2,194	–	–	0.02%	245
2019 Q4	$53K	Buy	2,194 +778	+55%	+$18.6K	0.01%	266
2019 Q3	$33K	Hold	1,416	–	–	0.01%	301
2019 Q2	$34K	Hold	1,416	–	–	0.01%	285
2019 Q1	$34K	Buy	+1,416	New	+$33.9K	0.01%	273

Other funds holding BSJK

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

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

UCFA

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

MGIA

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

IWMA

Ironwood Wealth Management (Arizona) Chandler, Arizona $349M AUM 12.51% 1-Year Est. Return

Lenox Wealth Management's BSJK Position: Q2 2020 in Review

Lenox Wealth Management held its Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) position steady in Q2 2020 at 2,194 shares worth $51K. The position accounts for 0.02% of the portfolio, ranked #249.

Lenox Wealth Management first reported a position in BSJK in Q1 2019 and has held it in 6 quarters since. The position peaked at $53K in Q4 2019. 143 funds tracked by Wall St. Rank hold BSJK as of Q2 2020.

Lenox Wealth Management held 2,194 shares of Invesco BulletShares 2020 High Yield Corporate Bond ETF worth $51K as of Q2 2020.
Lenox Wealth Management left its Invesco BulletShares 2020 High Yield Corporate Bond ETF share count unchanged in Q2 2020.
Invesco BulletShares 2020 High Yield Corporate Bond ETF made up 0.02% of Lenox Wealth Management's portfolio in Q2 2020, its #249 holding.
Lenox Wealth Management first reported a position in Invesco BulletShares 2020 High Yield Corporate Bond ETF in Q1 2019 and has held it in 6 quarters since.
Lenox Wealth Management's Invesco BulletShares 2020 High Yield Corporate Bond ETF position peaked at $53K in Q4 2019.
143 funds tracked by Wall St. Rank held Invesco BulletShares 2020 High Yield Corporate Bond ETF as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.