TI-Trust’s Invesco BulletShares 2020 High Yield Corporate Bond ETF BSJK Stock Holding History

TI-Trust’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	$231K	Buy	+9,644	New	+$231K	0.23%	97

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

TI-Trust's BSJK Position: Q4 2019 in Review

TI-Trust opened a new position in Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) in Q4 2019: 9,644 shares worth $231K. The stake represents 0.23% of the portfolio and ranks #97 among its holdings.

157 funds tracked by Wall St. Rank hold BSJK as of Q4 2019.

TI-Trust held 9,644 shares of Invesco BulletShares 2020 High Yield Corporate Bond ETF worth $231K as of Q4 2019.
Invesco BulletShares 2020 High Yield Corporate Bond ETF was a new TI-Trust position in Q4 2019.
Invesco BulletShares 2020 High Yield Corporate Bond ETF made up 0.23% of TI-Trust's portfolio in Q4 2019, its #97 holding.
157 funds tracked by Wall St. Rank held Invesco BulletShares 2020 High Yield Corporate Bond ETF as of Q4 2019.

Based on TI-Trust's 13F filing for Q4 2019, filed 7 Feb 2020.