PWM
BSJK

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

Paulson 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
2018
Q1 		– Sell
-3,048
Closed -$75K – 579
2017
Q4 		$75K Buy
+3,048
New +$75.4K 0.07% 163

Other funds holding BSJK

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
LFPWM
Leicht Financial Planning & Wealth Management Parsippany, New Jersey $220M AUM 13.91% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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
ACG
Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Paulson Wealth Management's BSJK Position: Q1 2018 in Review

Paulson Wealth Management sold out of Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) in Q1 2018, closing a stake of 3,048 shares — an estimated $75K sold.

Paulson Wealth Management first reported a position in BSJK in Q4 2017 and held it in 1 quarter. The position peaked at $75K in Q4 2017. 93 funds tracked by Wall St. Rank hold BSJK as of Q1 2018.

  • Paulson Wealth Management reported no remaining Invesco BulletShares 2020 High Yield Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Paulson Wealth Management sold 3,048 Invesco BulletShares 2020 High Yield Corporate Bond ETF shares in Q1 2018, an estimated $75K.
  • Paulson Wealth Management first reported a position in Invesco BulletShares 2020 High Yield Corporate Bond ETF in Q4 2017 and held it in 1 quarter.
  • Paulson Wealth Management's Invesco BulletShares 2020 High Yield Corporate Bond ETF position peaked at $75K in Q4 2017.
  • 93 funds tracked by Wall St. Rank held Invesco BulletShares 2020 High Yield Corporate Bond ETF as of Q1 2018.

Based on Paulson Wealth Management's 13F filing for Q1 2018, filed 2 May 2018.