Wilbanks Smith & Thomas Asset Management’s Invesco BulletShares 2020 High Yield Corporate Bond ETF BSJK Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
2018 Q4	–	Sell	-135	Closed	-$3K	–	1477
2018 Q3	$3K	Buy	+135	New	+$3.29K	﹤0.01%	1363

Other funds holding BSJK

SEIA

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

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

WCM

Weatherstone Capital Management Denver, Colorado $94.5M AUM 8.25% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's BSJK Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) in Q4 2018, closing a stake of 135 shares — an estimated $3K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in BSJK in Q3 2018 and held it in 1 quarter. The position peaked at $3K in Q3 2018. 134 funds tracked by Wall St. Rank hold BSJK as of Q4 2018.

Wilbanks Smith & Thomas Asset Management reported no remaining Invesco BulletShares 2020 High Yield Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 135 Invesco BulletShares 2020 High Yield Corporate Bond ETF shares in Q4 2018, an estimated $3K.
Wilbanks Smith & Thomas Asset Management first reported a position in Invesco BulletShares 2020 High Yield Corporate Bond ETF in Q3 2018 and held it in 1 quarter.
Wilbanks Smith & Thomas Asset Management's Invesco BulletShares 2020 High Yield Corporate Bond ETF position peaked at $3K in Q3 2018.
134 funds tracked by Wall St. Rank held Invesco BulletShares 2020 High Yield Corporate Bond ETF as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.