AWA
BSJJ

Acorn Wealth Advisors’s Invesco BulletShares 2019 High Yield Corporate Bond ETF BSJJ Stock Holding History

Acorn Wealth 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
2018
Q3 		– Sell
-2,890
Closed -$70K – 495
2018
Q2 		$70K Buy
2,890
+10
+0.3% +$242 0.06% 217
2018
Q1 		$70K Buy
2,880
+15
+0.5% +$365 0.06% 212
2017
Q4 		$70K Buy
+2,865
New +$70.3K 0.06% 211

Other funds holding BSJJ

CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return
AMG
Advisors Management Group La Crosse, Wisconsin $549M AUM 29.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Acorn Wealth Advisors's BSJJ Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Invesco BulletShares 2019 High Yield Corporate Bond ETF (BSJJ) in Q3 2018, closing a stake of 2,890 shares — an estimated $70K sold.

Acorn Wealth Advisors first reported a position in BSJJ in Q4 2017 and held it in 3 quarters. The position peaked at $70K in Q2 2018. 131 funds tracked by Wall St. Rank hold BSJJ as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining Invesco BulletShares 2019 High Yield Corporate Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 2,890 Invesco BulletShares 2019 High Yield Corporate Bond ETF shares in Q3 2018, an estimated $70K.
  • Acorn Wealth Advisors first reported a position in Invesco BulletShares 2019 High Yield Corporate Bond ETF in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's Invesco BulletShares 2019 High Yield Corporate Bond ETF position peaked at $70K in Q2 2018.
  • 131 funds tracked by Wall St. Rank held Invesco BulletShares 2019 High Yield Corporate Bond ETF as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.