Ameriprise
BSJJ

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

Ameriprise’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
2017
Q4 		– Sell
-14,553
Closed -$360K – 3780
2017
Q3 		$360K Sell
14,553
-28,845
-66% -$711K ﹤0.01% 3329
2017
Q2 		$1.07M Buy
43,398
+13,684
+46% +$336K ﹤0.01% 2917
2017
Q1 		$727K Sell
29,714
-13,581
-31% -$331K ﹤0.01% 3043
2016
Q4 		$1.04M Sell
43,295
-16,593
-28% -$400K ﹤0.01% 2954
2016
Q3 		$1.45M Buy
59,888
+4,225
+8% +$102K ﹤0.01% 2736
2016
Q2 		$1.32M Buy
55,663
+16,974
+44% +$398K ﹤0.01% 2747
2016
Q1 		$895K Sell
38,689
-1,880
-5% -$42.3K ﹤0.01% 2911
2015
Q4 		$922K Buy
40,569
+7,067
+21% +$166K ﹤0.01% 2998
2015
Q3 		$790K Buy
33,502
+22,381
+201% +$548K ﹤0.01% 3077
2015
Q2 		$280K Buy
11,121
+2,231
+25% +$56.5K ﹤0.01% 3682
2015
Q1 		$224K Buy
+8,890
New +$223K ﹤0.01% 3540
2014
Q4 		– Sell
-6,479
Closed -$167K – 4713
2014
Q3 		$167K Buy
6,479
+1,644
+34% +$43K ﹤0.01% 3473
2014
Q2 		$128K Buy
4,835
+550
+13% +$14.5K ﹤0.01% 3496
2014
Q1 		$113K Buy
4,285
+580
+16% +$15.1K ﹤0.01% 3462
2013
Q4 		$96K Buy
+3,705
New +$94.8K ﹤0.01% 3400

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
GHA
GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LFPWM
Leicht Financial Planning & Wealth Management Parsippany, New Jersey $244M AUM 17.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AMG
Advisors Management Group La Crosse, Wisconsin $549M AUM 29.35% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return

Ameriprise's BSJJ Position: Q4 2017 in Review

Ameriprise sold out of Invesco BulletShares 2019 High Yield Corporate Bond ETF (BSJJ) in Q4 2017, closing a stake of 14,553 shares — an estimated $360K sold.

Ameriprise first reported a position in BSJJ in Q4 2013 and held it in 15 quarters. The position peaked at $1.45M in Q3 2016. 121 funds tracked by Wall St. Rank hold BSJJ as of Q4 2017.

  • Ameriprise reported no remaining Invesco BulletShares 2019 High Yield Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Ameriprise sold 14,553 Invesco BulletShares 2019 High Yield Corporate Bond ETF shares in Q4 2017, an estimated $360K.
  • Ameriprise first reported a position in Invesco BulletShares 2019 High Yield Corporate Bond ETF in Q4 2013 and held it in 15 quarters.
  • Ameriprise's Invesco BulletShares 2019 High Yield Corporate Bond ETF position peaked at $1.45M in Q3 2016.
  • 121 funds tracked by Wall St. Rank held Invesco BulletShares 2019 High Yield Corporate Bond ETF as of Q4 2017.

Based on Ameriprise's 13F filing for Q4 2017, filed 12 Feb 2018.