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

Northwestern Mutual 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	-11,550	Closed	-$269K	–	2747
2020 Q2	$269K	Buy	11,550 +11,320	+4,922%	+$262K	﹤0.01%	873
2020 Q1	$5K	Hold	230	–	–	﹤0.01%	2096
2019 Q4	$6K	Sell	230 -133	-37%	-$3.18K	﹤0.01%	2051
2019 Q3	$9K	Sell	363 -300	-45%	-$7.2K	﹤0.01%	1962
2019 Q2	$16K	Buy	+663	New	+$16K	﹤0.01%	1811

Other funds holding BSJK

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $549M AUM 29.35% 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

Northwestern Mutual Wealth Management's BSJK Position: Q3 2020 in Review

Northwestern Mutual Wealth Management sold out of Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) in Q3 2020, closing a stake of 11,550 shares — an estimated $269K sold.

Northwestern Mutual Wealth Management first reported a position in BSJK in Q2 2019 and held it in 5 quarters. The position peaked at $269K in Q2 2020. 134 funds tracked by Wall St. Rank hold BSJK as of Q3 2020.

Northwestern Mutual Wealth Management reported no remaining Invesco BulletShares 2020 High Yield Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 11,550 Invesco BulletShares 2020 High Yield Corporate Bond ETF shares in Q3 2020, an estimated $269K.
Northwestern Mutual Wealth Management first reported a position in Invesco BulletShares 2020 High Yield Corporate Bond ETF in Q2 2019 and held it in 5 quarters.
Northwestern Mutual Wealth Management's Invesco BulletShares 2020 High Yield Corporate Bond ETF position peaked at $269K in Q2 2020.
134 funds tracked by Wall St. Rank held Invesco BulletShares 2020 High Yield Corporate Bond ETF as of Q3 2020.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2020, filed 13 Nov 2020.