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

Motley Fool 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 Q3	–	Sell	-401,320	Closed	-$9.34M	–	118
2020 Q2	$9.34M	Sell	401,320 -8,977	-2%	-$208K	0.53%	58
2020 Q1	$9.44M	Sell	410,297 -26,221	-6%	-$618K	0.68%	47
2019 Q4	$10.4M	Sell	436,518 -4,371	-1%	-$105K	0.63%	51
2019 Q3	$10.6M	Sell	440,889 -9,469	-2%	-$227K	0.7%	45
2019 Q2	$10.8M	Sell	450,358 -16,909	-4%	-$407K	0.68%	45
2019 Q1	$11.3M	Buy	467,267 +232,436	+99%	+$5.57M	0.72%	45
2018 Q4	$5.5M	Buy	234,831 +334	+0.1%	+$7.99K	0.42%	75
2018 Q3	$5.7M	Buy	234,497 +10,236	+5%	+$249K	0.37%	83
2018 Q2	$5.44M	Buy	224,261 +16,190	+8%	+$393K	0.38%	76
2018 Q1	$5.06M	Buy	+208,071	New	+$5.08M	0.37%	85

Other funds holding BSJK

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

UCFA

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

IWMA

Ironwood Wealth Management (Arizona) Chandler, Arizona $451M AUM 13.94% 1-Year Est. Return

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

AMG

Advisors Management Group La Crosse, Wisconsin $604M AUM 64.38% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Motley Fool Wealth Management's BSJK Position: Q3 2020 in Review

Motley Fool Wealth Management sold out of Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) in Q3 2020, closing a stake of 401,320 shares — an estimated $9.34M sold.

Motley Fool Wealth Management first reported a position in BSJK in Q1 2018 and held it in 10 quarters. The position peaked at $11.3M in Q1 2019. 134 funds tracked by Wall St. Rank hold BSJK as of Q3 2020.

Motley Fool Wealth Management reported no remaining Invesco BulletShares 2020 High Yield Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
Motley Fool Wealth Management sold 401,320 Invesco BulletShares 2020 High Yield Corporate Bond ETF shares in Q3 2020, an estimated $9.34M.
Motley Fool Wealth Management first reported a position in Invesco BulletShares 2020 High Yield Corporate Bond ETF in Q1 2018 and held it in 10 quarters.
Motley Fool Wealth Management's Invesco BulletShares 2020 High Yield Corporate Bond ETF position peaked at $11.3M in Q1 2019.
134 funds tracked by Wall St. Rank held Invesco BulletShares 2020 High Yield Corporate Bond ETF as of Q3 2020.

Based on Motley Fool Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.