Anchor Investment Management’s Invesco BulletShares 2019 High Yield Corporate Bond ETF BSJJ Stock Holding History

Anchor Investment Management’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	-7,920	Closed	-$187K	–	829
2018 Q4	$187K	Sell	7,920 -1,900	-19%	-$45.6K	0.05%	278
2018 Q3	$238K	Hold	9,820	–	–	0.05%	272
2018 Q2	$237K	Hold	9,820	–	–	0.06%	271
2018 Q1	$239K	Hold	9,820	–	–	0.06%	266
2017 Q4	$239K	Buy	9,820 +2,755	+39%	+$67.6K	0.06%	253
2017 Q3	$175K	Buy	+7,065	New	+$174K	0.05%	275

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 22.96% 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 $6.59M AUM 15.17% 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

Anchor Investment Management's BSJJ Position: Q1 2019 in Review

Anchor Investment Management sold out of Invesco BulletShares 2019 High Yield Corporate Bond ETF (BSJJ) in Q1 2019, closing a stake of 7,920 shares — an estimated $187K sold.

Anchor Investment Management first reported a position in BSJJ in Q3 2017 and held it in 6 quarters. The position peaked at $239K in Q4 2017. 128 funds tracked by Wall St. Rank hold BSJJ as of Q1 2019.

Anchor Investment Management reported no remaining Invesco BulletShares 2019 High Yield Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
Anchor Investment Management sold 7,920 Invesco BulletShares 2019 High Yield Corporate Bond ETF shares in Q1 2019, an estimated $187K.
Anchor Investment Management first reported a position in Invesco BulletShares 2019 High Yield Corporate Bond ETF in Q3 2017 and held it in 6 quarters.
Anchor Investment Management's Invesco BulletShares 2019 High Yield Corporate Bond ETF position peaked at $239K in Q4 2017.
128 funds tracked by Wall St. Rank held Invesco BulletShares 2019 High Yield Corporate Bond ETF as of Q1 2019.

Based on Anchor Investment Management's 13F filing for Q1 2019, filed 3 Jan 2024.