WA
BSJL

WFG Advisors’s Invesco BulletShares 2021 High Yield Corporate Bond ETF BSJL Stock Holding History

WFG Advisors’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
2017
Q2 		$10K Buy
+400
New +$10K ﹤0.01% 1161
2017
Q1 		– Sell
-400
Closed -$10K – 1716
2016
Q4 		$10K Hold
400
– – ﹤0.01% 1119
2016
Q3 		$10K Buy
+400
New +$9.8K ﹤0.01% 1141

Other funds holding BSJL

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LFPWM
Leicht Financial Planning & Wealth Management Parsippany, New Jersey $220M AUM 13.91% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

WFG Advisors's BSJL Position: Q2 2017 in Review

WFG Advisors opened a new position in Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) in Q2 2017: 400 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #1161 among its holdings. This is a return to the name: WFG Advisors previously reported a position in BSJL as recently as Q4 2016.

WFG Advisors first reported a position in BSJL in Q3 2016 and has held it in 3 quarters since. 47 funds tracked by Wall St. Rank hold BSJL as of Q2 2017.

  • WFG Advisors held 400 shares of Invesco BulletShares 2021 High Yield Corporate Bond ETF worth $10K as of Q2 2017.
  • Invesco BulletShares 2021 High Yield Corporate Bond ETF was a new WFG Advisors position in Q2 2017.
  • Invesco BulletShares 2021 High Yield Corporate Bond ETF made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1161 holding.
  • WFG Advisors first reported a position in Invesco BulletShares 2021 High Yield Corporate Bond ETF in Q3 2016 and has held it in 3 quarters since.
  • 47 funds tracked by Wall St. Rank held Invesco BulletShares 2021 High Yield Corporate Bond ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.