1834 Investment Advisors’s Invesco BulletShares 2019 High Yield Corporate Bond ETF BSJJ Stock Holding History

1834 Investment Advisors’s Portfolio BSJJ Stock Details BSJJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-5,800	Closed	-$137K	–	436
2018 Q4	$137K	Hold	5,800	–	–	0.02%	209
2018 Q3	$141K	Sell	5,800 -200	-3%	-$4.85K	0.02%	217
2018 Q2	$145K	Buy	+6,000	New	+$145K	0.02%	201
2018 Q1	–	Sell	-6,200	Closed	-$151K	–	490
2017 Q4	$151K	Sell	6,200 -2,100	-25%	-$51.5K	0.02%	203
2017 Q3	$205K	Hold	8,300	–	–	0.04%	163
2017 Q2	$205K	Sell	8,300 -1,205	-13%	-$29.6K	0.04%	167
2017 Q1	$233K	Buy	9,505 +1,155	+14%	+$28.1K	0.04%	173
2016 Q4	$202K	Sell	8,350 -9,435	-53%	-$227K	0.04%	167
2016 Q3	$431K	Buy	+17,785	New	+$427K	0.09%	124
2015 Q4	–	Sell	-14,895	Closed	-$351K	–	190
2015 Q3	$351K	Buy	+14,895	New	+$364K	0.09%	152

Other funds holding BSJJ

UCFA

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

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

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

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

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

1834 Investment Advisors's BSJJ Position: Q1 2019 in Review

1834 Investment Advisors sold out of Invesco BulletShares 2019 High Yield Corporate Bond ETF (BSJJ) in Q1 2019, closing a stake of 5,800 shares — an estimated $137K sold.

1834 Investment Advisors first reported a position in BSJJ in Q3 2015 and held it in 10 quarters. The position peaked at $431K in Q3 2016. 128 funds tracked by Wall St. Rank hold BSJJ as of Q1 2019.

1834 Investment Advisors reported no remaining Invesco BulletShares 2019 High Yield Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
1834 Investment Advisors sold 5,800 Invesco BulletShares 2019 High Yield Corporate Bond ETF shares in Q1 2019, an estimated $137K.
1834 Investment Advisors first reported a position in Invesco BulletShares 2019 High Yield Corporate Bond ETF in Q3 2015 and held it in 10 quarters.
1834 Investment Advisors's Invesco BulletShares 2019 High Yield Corporate Bond ETF position peaked at $431K in Q3 2016.
128 funds tracked by Wall St. Rank held Invesco BulletShares 2019 High Yield Corporate Bond ETF as of Q1 2019.

Based on 1834 Investment Advisors's 13F filing for Q1 2019, filed 24 Apr 2019.