Wealthspire Advisors (Maryland)’s Invesco BulletShares 2020 High Yield Corporate Bond ETF BSJK Stock Holding History

Wealthspire Advisors (Maryland)’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 Q2	–	Sell	-6,685	Closed	-$161K	–	2382
2019 Q1	$161K	Sell	6,685 -4,794	-42%	-$115K	0.01%	488
2018 Q4	$269K	Buy	11,479 +157	+1%	+$3.76K	0.02%	348
2018 Q3	$275K	Buy	11,322 +146	+1%	+$3.55K	0.02%	385
2018 Q2	$271K	Sell	11,176 -86	-0.8%	-$2.09K	0.02%	387
2018 Q1	$274K	Buy	11,262 +117	+1%	+$2.86K	0.03%	384
2017 Q4	$273K	Sell	11,145 -895	-7%	-$22.1K	0.03%	395
2017 Q3	$301K	Buy	12,040 +107	+0.9%	+$2.66K	0.03%	362
2017 Q2	$297K	Buy	+11,933	New	+$295K	0.04%	343

Other funds holding BSJK

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s BSJK Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) in Q2 2019, closing a stake of 6,685 shares — an estimated $161K sold.

Wealthspire Advisors (Maryland) first reported a position in BSJK in Q2 2017 and held it in 8 quarters. The position peaked at $301K in Q3 2017. 147 funds tracked by Wall St. Rank hold BSJK as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Invesco BulletShares 2020 High Yield Corporate Bond ETF position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 6,685 Invesco BulletShares 2020 High Yield Corporate Bond ETF shares in Q2 2019, an estimated $161K.
Wealthspire Advisors (Maryland) first reported a position in Invesco BulletShares 2020 High Yield Corporate Bond ETF in Q2 2017 and held it in 8 quarters.
Wealthspire Advisors (Maryland)'s Invesco BulletShares 2020 High Yield Corporate Bond ETF position peaked at $301K in Q3 2017.
147 funds tracked by Wall St. Rank held Invesco BulletShares 2020 High Yield Corporate Bond ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.