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Whitener Capital Management’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

Whitener Capital Management’s Portfolio BSJQ Stock Details BSJQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-1,875
Closed -$48K – 182
2019
Q3 		$48K Hold
1,875
– – 0.03% 229
2019
Q2 		$48K Hold
1,875
– – 0.03% 230
2019
Q1 		$47K Buy
+1,875
New +$46.4K 0.03% 222

Other funds holding BSJQ

UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
WAS
Wealth Advisory Solutions Indiianapolis, Indiana $487M AUM 22.57% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
WI
WrapManager Inc Mill Valley, California $320M AUM 21.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Whitener Capital Management's BSJQ Position: Q4 2019 in Review

Whitener Capital Management sold out of Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) in Q4 2019, closing a stake of 1,875 shares — an estimated $48K sold.

Whitener Capital Management first reported a position in BSJQ in Q1 2019 and held it in 3 quarters. The position peaked at $48K in Q3 2019. 21 funds tracked by Wall St. Rank hold BSJQ as of Q4 2019.

  • Whitener Capital Management reported no remaining Invesco BulletShares 2026 High Yield Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Whitener Capital Management sold 1,875 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q4 2019, an estimated $48K.
  • Whitener Capital Management first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q1 2019 and held it in 3 quarters.
  • Whitener Capital Management's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $48K in Q3 2019.
  • 21 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.