OA
BSJK

Opes Advisors’s Invesco BulletShares 2020 High Yield Corporate Bond ETF BSJK Stock Holding History

Opes Advisors’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
2017
Q3 		– Sell
-20,564
Closed -$513K – 63
2017
Q2 		$513K Buy
+20,564
New +$509K 0.32% 35

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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LFPWM
Leicht Financial Planning & Wealth Management Parsippany, New Jersey $220M AUM 13.91% 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
GHA
GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Opes Advisors's BSJK Position: Q3 2017 in Review

Opes Advisors sold out of Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) in Q3 2017, closing a stake of 20,564 shares — an estimated $513K sold.

Opes Advisors first reported a position in BSJK in Q2 2017 and held it in 1 quarter. The position peaked at $513K in Q2 2017. 85 funds tracked by Wall St. Rank hold BSJK as of Q3 2017.

  • Opes Advisors reported no remaining Invesco BulletShares 2020 High Yield Corporate Bond ETF position as of Q3 2017 after selling out during the quarter.
  • Opes Advisors sold 20,564 Invesco BulletShares 2020 High Yield Corporate Bond ETF shares in Q3 2017, an estimated $513K.
  • Opes Advisors first reported a position in Invesco BulletShares 2020 High Yield Corporate Bond ETF in Q2 2017 and held it in 1 quarter.
  • Opes Advisors's Invesco BulletShares 2020 High Yield Corporate Bond ETF position peaked at $513K in Q2 2017.
  • 85 funds tracked by Wall St. Rank held Invesco BulletShares 2020 High Yield Corporate Bond ETF as of Q3 2017.

Based on Opes Advisors's 13F filing for Q3 2017, filed 9 Nov 2017.