SRC
BSJK

Shufro Rose & Co’s Invesco BulletShares 2020 High Yield Corporate Bond ETF BSJK Stock Holding History

Shufro Rose & Co’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
-6,100
Closed -$146K – 357
2019
Q3 		$146K Buy
+6,100
New +$146K 0.01% 285

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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Shufro Rose & Co's BSJK Position: Q4 2019 in Review

Shufro Rose & Co sold out of Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) in Q4 2019, closing a stake of 6,100 shares — an estimated $146K sold.

Shufro Rose & Co first reported a position in BSJK in Q3 2019 and held it in 1 quarter. The position peaked at $146K in Q3 2019. 157 funds tracked by Wall St. Rank hold BSJK as of Q4 2019.

  • Shufro Rose & Co reported no remaining Invesco BulletShares 2020 High Yield Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Shufro Rose & Co sold 6,100 Invesco BulletShares 2020 High Yield Corporate Bond ETF shares in Q4 2019, an estimated $146K.
  • Shufro Rose & Co first reported a position in Invesco BulletShares 2020 High Yield Corporate Bond ETF in Q3 2019 and held it in 1 quarter.
  • Shufro Rose & Co's Invesco BulletShares 2020 High Yield Corporate Bond ETF position peaked at $146K 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 Shufro Rose & Co's 13F filing for Q4 2019, filed 28 Jan 2020.