MFS
BSJK

MSI Financial Services’s Invesco BulletShares 2020 High Yield Corporate Bond ETF BSJK Stock Holding History

MSI Financial Services’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
2016
Q4 		$414K Buy
17,077
+15,895
+1,345% +$384K 0.01% 776
2016
Q3 		$29K Buy
1,182
+619
+110% +$14.9K ﹤0.01% 2160
2016
Q2 		$13K Buy
+563
New +$13.1K ﹤0.01% 2624

Other funds holding BSJK

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LFPWM
Leicht Financial Planning & Wealth Management Parsippany, New Jersey $244M AUM 17.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return
FA
FCG Advisors Chatham, New Jersey $425M AUM 12.09% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return

MSI Financial Services's BSJK Position: Q4 2016 in Review

MSI Financial Services increased its Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) stake by 1,345% in Q4 2016, buying an estimated $384K and bringing the position to 17,077 shares worth $414K. The position accounts for 0.01% of the portfolio, ranked #776.

MSI Financial Services first reported a position in BSJK in Q2 2016 and has held it in 3 quarters since. 51 funds tracked by Wall St. Rank hold BSJK as of Q4 2016.

  • MSI Financial Services held 17,077 shares of Invesco BulletShares 2020 High Yield Corporate Bond ETF worth $414K as of Q4 2016.
  • MSI Financial Services bought 15,895 Invesco BulletShares 2020 High Yield Corporate Bond ETF shares in Q4 2016, an estimated $384K.
  • Invesco BulletShares 2020 High Yield Corporate Bond ETF made up 0.01% of MSI Financial Services's portfolio in Q4 2016, its #776 holding.
  • MSI Financial Services first reported a position in Invesco BulletShares 2020 High Yield Corporate Bond ETF in Q2 2016 and has held it in 3 quarters since.
  • 51 funds tracked by Wall St. Rank held Invesco BulletShares 2020 High Yield Corporate Bond ETF as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.