Alexandria Capital’s Invesco BulletShares 2019 High Yield Corporate Bond ETF BSJJ Stock Holding History

Alexandria Capital’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 Q1	–	Sell	-8,225	Closed	-$201K	–	244
2017 Q4	$201K	Hold	8,225	–	–	0.03%	228
2017 Q3	$203K	Hold	8,225	–	–	0.05%	137
2017 Q2	$203K	Hold	8,225	–	–	0.05%	139
2017 Q1	$201K	Buy	8,225 +2,750	+50%	+$67K	0.05%	138
2016 Q4	$132K	Hold	5,475	–	–	0.03%	158
2016 Q3	$133K	Hold	5,475	–	–	0.02%	170
2016 Q2	$130K	Buy	5,475 +2,030	+59%	+$47.6K	0.02%	169
2016 Q1	$80K	Buy	+3,445	New	+$77.5K	0.01%	207

Other funds holding BSJJ

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

UCFA

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

LFPWM

Leicht Financial Planning & Wealth Management Parsippany, New Jersey $244M AUM 17.11% 1-Year Est. Return

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

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

ACG

Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return

MGIA

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

Alexandria Capital's BSJJ Position: Q1 2018 in Review

Alexandria Capital sold out of Invesco BulletShares 2019 High Yield Corporate Bond ETF (BSJJ) in Q1 2018, closing a stake of 8,225 shares — an estimated $201K sold.

Alexandria Capital first reported a position in BSJJ in Q1 2016 and held it in 8 quarters. The position peaked at $203K in Q3 2017. 107 funds tracked by Wall St. Rank hold BSJJ as of Q1 2018.

Alexandria Capital reported no remaining Invesco BulletShares 2019 High Yield Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
Alexandria Capital sold 8,225 Invesco BulletShares 2019 High Yield Corporate Bond ETF shares in Q1 2018, an estimated $201K.
Alexandria Capital first reported a position in Invesco BulletShares 2019 High Yield Corporate Bond ETF in Q1 2016 and held it in 8 quarters.
Alexandria Capital's Invesco BulletShares 2019 High Yield Corporate Bond ETF position peaked at $203K in Q3 2017.
107 funds tracked by Wall St. Rank held Invesco BulletShares 2019 High Yield Corporate Bond ETF as of Q1 2018.

Based on Alexandria Capital's 13F filing for Q1 2018, filed 15 May 2018.