PSF
BSJO

Pacific Sun Financial’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

Pacific Sun Financial’s Portfolio BSJO Stock Details BSJO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-169,688
Closed -$4.35M – 215
2017
Q4 		$4.35M Buy
+169,688
New +$4.37M 2.38% 6

Other funds holding BSJO

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FAG
Financial Advisory Group Houston, Texas $567M AUM 19.38% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
LFPWM
Leicht Financial Planning & Wealth Management Parsippany, New Jersey $244M AUM 17.11% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Pacific Sun Financial's BSJO Position: Q1 2018 in Review

Pacific Sun Financial sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q1 2018, closing a stake of 169,688 shares — an estimated $4.35M sold.

Pacific Sun Financial first reported a position in BSJO in Q4 2017 and held it in 1 quarter. The position peaked at $4.35M in Q4 2017. 15 funds tracked by Wall St. Rank hold BSJO as of Q1 2018.

  • Pacific Sun Financial reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Pacific Sun Financial sold 169,688 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q1 2018, an estimated $4.35M.
  • Pacific Sun Financial first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q4 2017 and held it in 1 quarter.
  • Pacific Sun Financial's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $4.35M in Q4 2017.
  • 15 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q1 2018.

Based on Pacific Sun Financial's 13F filing for Q1 2018, filed 14 May 2018.