NFH
BSJL

NEXT Financial Holdings’s Invesco BulletShares 2021 High Yield Corporate Bond ETF BSJL Stock Holding History

NEXT Financial Holdings’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
2019
Q1 		$100K Buy
+4,043
New +$99.1K 0.03% 535

Other funds holding BSJL

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AMG
Advisors Management Group La Crosse, Wisconsin $549M AUM 29.35% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NEXT Financial Holdings's BSJL Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) in Q1 2019: 4,043 shares worth $100K. The stake represents 0.03% of the portfolio and ranks #535 among its holdings.

103 funds tracked by Wall St. Rank hold BSJL as of Q1 2019.

  • NEXT Financial Holdings held 4,043 shares of Invesco BulletShares 2021 High Yield Corporate Bond ETF worth $100K as of Q1 2019.
  • Invesco BulletShares 2021 High Yield Corporate Bond ETF was a new NEXT Financial Holdings position in Q1 2019.
  • Invesco BulletShares 2021 High Yield Corporate Bond ETF made up 0.03% of NEXT Financial Holdings's portfolio in Q1 2019, its #535 holding.
  • 103 funds tracked by Wall St. Rank held Invesco BulletShares 2021 High Yield Corporate Bond ETF as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.