MFS
BSJL

MSI Financial Services’s Invesco BulletShares 2021 High Yield Corporate Bond ETF BSJL Stock Holding History

MSI Financial Services’s Portfolio BSJL Stock Details BSJL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$245K Buy
9,912
+9,810
+9,618% +$242K 0.01% 1001
2016
Q3 		$3K Buy
102
+18
+21% +$441 ﹤0.01% 3397
2016
Q2 		$2K Buy
+84
New +$2K ﹤0.01% 3590

Other funds holding BSJL

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FA
FCG Advisors Chatham, New Jersey $425M AUM 12.09% 1-Year Est. Return

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

MSI Financial Services increased its Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) stake by 9,618% in Q4 2016, buying an estimated $242K and bringing the position to 9,912 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #1001.

MSI Financial Services first reported a position in BSJL in Q2 2016 and has held it in 3 quarters since. 35 funds tracked by Wall St. Rank hold BSJL as of Q4 2016.

  • MSI Financial Services held 9,912 shares of Invesco BulletShares 2021 High Yield Corporate Bond ETF worth $245K as of Q4 2016.
  • MSI Financial Services bought 9,810 Invesco BulletShares 2021 High Yield Corporate Bond ETF shares in Q4 2016, an estimated $242K.
  • Invesco BulletShares 2021 High Yield Corporate Bond ETF made up 0.01% of MSI Financial Services's portfolio in Q4 2016, its #1001 holding.
  • MSI Financial Services first reported a position in Invesco BulletShares 2021 High Yield Corporate Bond ETF in Q2 2016 and has held it in 3 quarters since.
  • 35 funds tracked by Wall St. Rank held Invesco BulletShares 2021 High Yield Corporate Bond ETF as of Q4 2016.

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