TI-Trust’s Invesco BulletShares 2021 High Yield Corporate Bond ETF BSJL Stock Holding History

TI-Trust’s Portfolio BSJL Stock Details BSJL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$70K	Buy	+2,838	New	+$69.8K	0.07%	161

Other funds holding BSJL

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

AMG

Advisors Management Group La Crosse, Wisconsin $549M AUM 29.35% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

TI-Trust opened a new position in Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) in Q4 2019: 2,838 shares worth $70K. The stake represents 0.07% of the portfolio and ranks #161 among its holdings.

134 funds tracked by Wall St. Rank hold BSJL as of Q4 2019.

TI-Trust held 2,838 shares of Invesco BulletShares 2021 High Yield Corporate Bond ETF worth $70K as of Q4 2019.
Invesco BulletShares 2021 High Yield Corporate Bond ETF was a new TI-Trust position in Q4 2019.
Invesco BulletShares 2021 High Yield Corporate Bond ETF made up 0.07% of TI-Trust's portfolio in Q4 2019, its #161 holding.
134 funds tracked by Wall St. Rank held Invesco BulletShares 2021 High Yield Corporate Bond ETF as of Q4 2019.

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