Winslow Evans & Crocker’s Invesco BulletShares 2020 High Yield Corporate Bond ETF BSJK Stock Holding History

Winslow Evans & Crocker’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
2020 Q3	–	Sell	-22,121	Closed	-$515K	–	1191
2020 Q2	$515K	Sell	22,121 -2,311	-9%	-$53.6K	0.14%	150
2020 Q1	$562K	Sell	24,432 -850	-3%	-$20K	0.19%	118
2019 Q4	$606K	Sell	25,282 -1,090	-4%	-$26.1K	0.15%	138
2019 Q3	$632K	Sell	26,372 -1,100	-4%	-$26.4K	0.18%	125
2019 Q2	$662K	Buy	27,472 +1,156	+4%	+$27.8K	0.18%	124
2019 Q1	$634K	Buy	26,316 +2,250	+9%	+$53.9K	0.18%	127
2018 Q4	$564K	Buy	+24,066	New	+$576K	0.19%	116

Other funds holding BSJK

Jane Street New York $777B AUM 61.18% 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

UCFA

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

IWMA

Ironwood Wealth Management (Arizona) Chandler, Arizona $349M AUM 12.51% 1-Year Est. Return

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

AMG

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Winslow Evans & Crocker's BSJK Position: Q3 2020 in Review

Winslow Evans & Crocker sold out of Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) in Q3 2020, closing a stake of 22,121 shares — an estimated $515K sold.

Winslow Evans & Crocker first reported a position in BSJK in Q4 2018 and held it in 7 quarters. The position peaked at $662K in Q2 2019. 134 funds tracked by Wall St. Rank hold BSJK as of Q3 2020.

Winslow Evans & Crocker reported no remaining Invesco BulletShares 2020 High Yield Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
Winslow Evans & Crocker sold 22,121 Invesco BulletShares 2020 High Yield Corporate Bond ETF shares in Q3 2020, an estimated $515K.
Winslow Evans & Crocker first reported a position in Invesco BulletShares 2020 High Yield Corporate Bond ETF in Q4 2018 and held it in 7 quarters.
Winslow Evans & Crocker's Invesco BulletShares 2020 High Yield Corporate Bond ETF position peaked at $662K in Q2 2019.
134 funds tracked by Wall St. Rank held Invesco BulletShares 2020 High Yield Corporate Bond ETF as of Q3 2020.

Based on Winslow Evans & Crocker's 13F filing for Q3 2020, filed 21 Oct 2020.