Rehmann Capital Advisory Group’s Invesco BulletShares 2020 High Yield Corporate Bond ETF BSJK Stock Holding History

Rehmann Capital Advisory 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 Q3	–	Sell	-97,335	Closed	-$2.34M	–	2227
2019 Q2	$2.34M	Sell	97,335 -17,277	-15%	-$416K	0.29%	58
2019 Q1	$2.76M	Buy	114,612 +112,231	+4,714%	+$2.69M	0.37%	42
2018 Q4	$55.8K	Sell	2,381 -81,460	-97%	-$1.95M	0.01%	562
2018 Q3	$2.04M	Buy	83,841 +17,008	+25%	+$414K	0.28%	55
2018 Q2	$1.62M	Buy	66,833 +45,820	+218%	+$1.11M	0.24%	76
2018 Q1	$511K	Buy	+21,013	New	+$513K	0.08%	189

Other funds holding BSJK

SEIA

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

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

UCFA

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Rehmann Capital Advisory Group's BSJK Position: Q3 2019 in Review

Rehmann Capital Advisory Group sold out of Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) in Q3 2019, closing a stake of 97,335 shares — an estimated $2.34M sold.

Rehmann Capital Advisory Group first reported a position in BSJK in Q1 2018 and held it in 6 quarters. The position peaked at $2.76M in Q1 2019. 141 funds tracked by Wall St. Rank hold BSJK as of Q3 2019.

Rehmann Capital Advisory Group reported no remaining Invesco BulletShares 2020 High Yield Corporate Bond ETF position as of Q3 2019 after selling out during the quarter.
Rehmann Capital Advisory Group sold 97,335 Invesco BulletShares 2020 High Yield Corporate Bond ETF shares in Q3 2019, an estimated $2.34M.
Rehmann Capital Advisory Group first reported a position in Invesco BulletShares 2020 High Yield Corporate Bond ETF in Q1 2018 and held it in 6 quarters.
Rehmann Capital Advisory Group's Invesco BulletShares 2020 High Yield Corporate Bond ETF position peaked at $2.76M in Q1 2019.
141 funds tracked by Wall St. Rank held Invesco BulletShares 2020 High Yield Corporate Bond ETF as of Q3 2019.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2019, filed 2 Jan 2020.