LWA
BSJK

Lowe Wealth Advisors’s Invesco BulletShares 2020 High Yield Corporate Bond ETF BSJK Stock Holding History

Lowe Wealth 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 		– Sell
-2,036
Closed -$50K – 268
2018
Q1 		$50K Hold
2,036
– – 0.03% 65
2017
Q4 		$50K Buy
+2,036
New +$50.3K 0.03% 69

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 $220M AUM 13.91% 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

Lowe Wealth Advisors's BSJK Position: Q2 2018 in Review

Lowe Wealth Advisors sold out of Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) in Q2 2018, closing a stake of 2,036 shares — an estimated $50K sold.

Lowe Wealth Advisors first reported a position in BSJK in Q4 2017 and held it in 2 quarters. The position peaked at $50K in Q1 2018. 112 funds tracked by Wall St. Rank hold BSJK as of Q2 2018.

  • Lowe Wealth Advisors reported no remaining Invesco BulletShares 2020 High Yield Corporate Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Lowe Wealth Advisors sold 2,036 Invesco BulletShares 2020 High Yield Corporate Bond ETF shares in Q2 2018, an estimated $50K.
  • Lowe Wealth Advisors first reported a position in Invesco BulletShares 2020 High Yield Corporate Bond ETF in Q4 2017 and held it in 2 quarters.
  • Lowe Wealth Advisors's Invesco BulletShares 2020 High Yield Corporate Bond ETF position peaked at $50K 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 Lowe Wealth Advisors's 13F filing for Q2 2018, filed 12 Jul 2018.