TA
BSJO

TCG Advisors’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

TCG Advisors’s Portfolio BSJO Stock Details BSJO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-1,152
Closed -$29K – 436
2019
Q2 		$29K Buy
1,152
+560
+95% +$14K 0.03% 182
2019
Q1 		$15K Buy
+592
New +$14.5K 0.01% 241

Other funds holding BSJO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
WI
WrapManager Inc Mill Valley, California $288M AUM 16.3% 1-Year Est. Return

TCG Advisors's BSJO Position: Q3 2019 in Review

TCG Advisors sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q3 2019, closing a stake of 1,152 shares — an estimated $29K sold.

TCG Advisors first reported a position in BSJO in Q1 2019 and held it in 2 quarters. The position peaked at $29K in Q2 2019. 48 funds tracked by Wall St. Rank hold BSJO as of Q3 2019.

  • TCG Advisors reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q3 2019 after selling out during the quarter.
  • TCG Advisors sold 1,152 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q3 2019, an estimated $29K.
  • TCG Advisors first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q1 2019 and held it in 2 quarters.
  • TCG Advisors's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $29K in Q2 2019.
  • 48 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q3 2019.

Based on TCG Advisors's 13F filing for Q3 2019, filed 13 Nov 2019.