Quad-Cities Investment Group’s Invesco BulletShares 2020 High Yield Corporate Bond ETF BSJK Stock Holding History

Quad-Cities Investment Group’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
2019 Q4	–	Sell	-5,362	Closed	-$129K	–	805
2019 Q3	$129K	Hold	5,362	–	–	0.11%	188
2019 Q2	$129K	Hold	5,362	–	–	0.11%	193
2019 Q1	$129K	Hold	5,362	–	–	0.12%	185
2018 Q4	$125K	Buy	5,362 +12	+0.2%	+$287	0.13%	164
2018 Q3	$129K	Hold	5,350	–	–	0.11%	184
2018 Q2	$129K	Buy	+5,350	New	+$130K	0.12%	180

Other funds holding BSJK

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Quad-Cities Investment Group's BSJK Position: Q4 2019 in Review

Quad-Cities Investment Group sold out of Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) in Q4 2019, closing a stake of 5,362 shares — an estimated $129K sold.

Quad-Cities Investment Group first reported a position in BSJK in Q2 2018 and held it in 6 quarters. The position peaked at $129K in Q3 2019. 157 funds tracked by Wall St. Rank hold BSJK as of Q4 2019.

Quad-Cities Investment Group reported no remaining Invesco BulletShares 2020 High Yield Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
Quad-Cities Investment Group sold 5,362 Invesco BulletShares 2020 High Yield Corporate Bond ETF shares in Q4 2019, an estimated $129K.
Quad-Cities Investment Group first reported a position in Invesco BulletShares 2020 High Yield Corporate Bond ETF in Q2 2018 and held it in 6 quarters.
Quad-Cities Investment Group's Invesco BulletShares 2020 High Yield Corporate Bond ETF position peaked at $129K in Q3 2019.
157 funds tracked by Wall St. Rank held Invesco BulletShares 2020 High Yield Corporate Bond ETF as of Q4 2019.

Based on Quad-Cities Investment Group's 13F filing for Q4 2019, filed 28 Jan 2020.