NFG
BSJK

Next Financial Group’s Invesco BulletShares 2020 High Yield Corporate Bond ETF BSJK Stock Holding History

Next Financial Group’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
Q4 		– Sell
-15,440
Closed -$361K – 2467
2020
Q3 		$361K Buy
15,440
+2,026
+15% +$47.4K 0.04% 442
2020
Q2 		$312K Sell
13,414
-3,574
-21% -$82.9K 0.04% 404
2020
Q1 		$391K Buy
16,988
+3,087
+22% +$72.8K 0.05% 331
2019
Q4 		$333K Buy
13,901
+4,138
+42% +$99K 0.03% 486
2019
Q3 		$234K Buy
9,763
+3,472
+55% +$83.3K 0.03% 606
2019
Q2 		$152K Buy
6,291
+2,440
+63% +$58.7K 0.02% 764
2019
Q1 		$93K Sell
3,851
-235
-6% -$5.63K 0.02% 559
2018
Q4 		$96K Buy
4,086
+336
+9% +$8.04K 0.02% 604
2018
Q3 		$91K Buy
+3,750
New +$91.3K 0.04% 381
2017
Q4 		– Sell
-3,583
Closed -$89K – 1592
2017
Q3 		$89K Buy
3,583
+54
+2% +$1.34K 0.02% 522
2017
Q2 		$88K Buy
3,529
+27
+0.8% +$668 0.02% 582
2017
Q1 		$87K Sell
3,502
-595
-15% -$14.6K 0.02% 536
2016
Q4 		$99K Buy
4,097
+44
+1% +$1.06K 0.02% 685
2016
Q3 		$98K Buy
4,053
+694
+21% +$16.7K 0.02% 678
2016
Q2 		$79K Buy
3,359
+42
+1% +$980 0.03% 533
2016
Q1 		$75K Buy
3,317
+30
+0.9% +$668 0.03% 508
2015
Q4 		$74K Hold
3,287
– – 0.03% 518
2015
Q3 		$77K Buy
+3,287
New +$81K 0.03% 512

Other funds holding BSJK

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Next Financial Group's BSJK Position: Q4 2020 in Review

Next Financial Group sold out of Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) in Q4 2020, closing a stake of 15,440 shares — an estimated $361K sold.

Next Financial Group first reported a position in BSJK in Q3 2015 and held it in 18 quarters. The position peaked at $391K in Q1 2020. 1 fund tracked by Wall St. Rank holds BSJK as of Q4 2020.

  • Next Financial Group reported no remaining Invesco BulletShares 2020 High Yield Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Next Financial Group sold 15,440 Invesco BulletShares 2020 High Yield Corporate Bond ETF shares in Q4 2020, an estimated $361K.
  • Next Financial Group first reported a position in Invesco BulletShares 2020 High Yield Corporate Bond ETF in Q3 2015 and held it in 18 quarters.
  • Next Financial Group's Invesco BulletShares 2020 High Yield Corporate Bond ETF position peaked at $391K in Q1 2020.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2020 High Yield Corporate Bond ETF as of Q4 2020.

Based on Next Financial Group's 13F filing for Q4 2020, filed 5 Feb 2021.