Quad-Cities Investment Group’s Invesco BulletShares 2021 High Yield Corporate Bond ETF BSJL Stock Holding History

Quad-Cities Investment Group’s Portfolio BSJL Stock Details BSJL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-4,400	Closed	-$109K	–	780
2019 Q3	$109K	Hold	4,400	–	–	0.09%	215
2019 Q2	$109K	Hold	4,400	–	–	0.1%	215
2019 Q1	$109K	Hold	4,400	–	–	0.1%	209
2018 Q4	$104K	Hold	4,400	–	–	0.11%	196
2018 Q3	$109K	Hold	4,400	–	–	0.1%	208
2018 Q2	$109K	Buy	+4,400	New	+$108K	0.1%	205

Other funds holding BSJL

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

AMG

Advisors Management Group La Crosse, Wisconsin $549M AUM 29.35% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Quad-Cities Investment Group sold out of Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) in Q4 2019, closing a stake of 4,400 shares — an estimated $109K sold.

Quad-Cities Investment Group first reported a position in BSJL in Q2 2018 and held it in 6 quarters. The position peaked at $109K in Q3 2019. 134 funds tracked by Wall St. Rank hold BSJL as of Q4 2019.

Quad-Cities Investment Group reported no remaining Invesco BulletShares 2021 High Yield Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
Quad-Cities Investment Group sold 4,400 Invesco BulletShares 2021 High Yield Corporate Bond ETF shares in Q4 2019, an estimated $109K.
Quad-Cities Investment Group first reported a position in Invesco BulletShares 2021 High Yield Corporate Bond ETF in Q2 2018 and held it in 6 quarters.
Quad-Cities Investment Group's Invesco BulletShares 2021 High Yield Corporate Bond ETF position peaked at $109K in Q3 2019.
134 funds tracked by Wall St. Rank held Invesco BulletShares 2021 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.