Back to UNITED CAPITAL FINANCIAL ADVISORS, LLC UNITED CAPITAL FINANCIAL ADVISORS, LLC

BSJKBSJK
8 quarters

Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLCUNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in INVESCO BULLETSHARES 2020 HI

As of its Q3 2020 13F, United Capital Financial Advisors held 645,791 shares of BSJK (Invesco Bulletshares 2020 Hi), worth $15.1M. United Capital Financial Advisors' 13F filings listed BSJK from Q1 2019 to Q3 2020, 7 quarterly filings. BSJK was 0.1% of United Capital Financial Advisors' reported 13F portfolio.

Final Value

$0

Final Shares

0

Total Value Change

-$26.9M

Total Shares Change

-1.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2020-Q4
Latest
Exited
0
-100.0%
$00.0%$23.36
0
2020-Q3
Decreased
645,791
-33.7%
$15.1M0.1%$23.36
0
2020-Q2
Decreased
974,061
-26.5%
$22.7M0.2%$23.27
0
2020-Q1
Decreased
1.3M
-8.8%
$30.5M0.3%$23.00
0
2019-Q4
Increased
1.5M
+11.4%
$34.8M0.2%$23.90
39
2019-Q3
Increased
1.3M
+5.9%
$31.2M0.2%$23.95
37
2019-Q2
Increased
1.2M
+10.0%
$29.6M0.2%$24.09
38
2019-Q1
First report
1.1M
-
$26.9M0.2%$24.08
0

Other major holders of BSJK: JANE STREET GROUP, LLC, WELLS FARGO & COMPANY/MN, UBS Group AG

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