TA
BSJP

TCG Advisors’s Invesco BulletShares 2025 High Yield Corporate Bond ETF BSJP Stock Holding History

TCG Advisors’s Portfolio BSJP Stock Details BSJP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-1,022
Closed -$25K – 146
2019
Q2 		$25K Buy
1,022
+577
+130% +$14K 0.02% 195
2019
Q1 		$11K Buy
+445
New +$10.5K 0.01% 258

Other funds holding BSJP

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
Jane Street
Jane Street New York $777B AUM 61.18% 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
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WI
WrapManager Inc Mill Valley, California $288M AUM 16.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TCG Advisors's BSJP Position: Q3 2019 in Review

TCG Advisors sold out of Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) in Q3 2019, closing a stake of 1,022 shares — an estimated $25K sold.

TCG Advisors first reported a position in BSJP in Q1 2019 and held it in 2 quarters. The position peaked at $25K in Q2 2019. 29 funds tracked by Wall St. Rank hold BSJP as of Q3 2019.

  • TCG Advisors reported no remaining Invesco BulletShares 2025 High Yield Corporate Bond ETF position as of Q3 2019 after selling out during the quarter.
  • TCG Advisors sold 1,022 Invesco BulletShares 2025 High Yield Corporate Bond ETF shares in Q3 2019, an estimated $25K.
  • TCG Advisors first reported a position in Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q1 2019 and held it in 2 quarters.
  • TCG Advisors's Invesco BulletShares 2025 High Yield Corporate Bond ETF position peaked at $25K in Q2 2019.
  • 29 funds tracked by Wall St. Rank held Invesco BulletShares 2025 High Yield Corporate Bond ETF as of Q3 2019.

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