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

Aspen 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
2018 Q4	–	Sell	-49,706	Closed	-$1.21M	–	150
2018 Q3	$1.21M	Buy	49,706 +817	+2%	+$19.8K	0.8%	35
2018 Q2	$1.18M	Buy	48,889 +4,754	+11%	+$115K	0.82%	37
2018 Q1	$1.07M	Buy	44,135 +20,969	+91%	+$510K	0.77%	39
2017 Q4	$565K	Buy	23,166 +12,939	+127%	+$318K	0.4%	77
2017 Q3	$253K	Buy	10,227 +2,103	+26%	+$51.8K	0.19%	119
2017 Q2	$200K	Buy	+8,124	New	+$200K	0.15%	127

Other funds holding BSJJ

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

WCM

Weatherstone Capital Management Denver, Colorado $94.5M AUM 8.25% 1-Year Est. Return

AMG

Advisors Management Group La Crosse, Wisconsin $604M AUM 64.38% 1-Year Est. Return

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

IWMA

Ironwood Wealth Management (Arizona) Chandler, Arizona $451M AUM 13.94% 1-Year Est. Return

Aspen Investment Management's BSJJ Position: Q4 2018 in Review

Aspen Investment Management sold out of Invesco BulletShares 2019 High Yield Corporate Bond ETF (BSJJ) in Q4 2018, closing a stake of 49,706 shares — an estimated $1.21M sold.

Aspen Investment Management first reported a position in BSJJ in Q2 2017 and held it in 6 quarters. The position peaked at $1.21M in Q3 2018. 140 funds tracked by Wall St. Rank hold BSJJ as of Q4 2018.

Aspen Investment Management reported no remaining Invesco BulletShares 2019 High Yield Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
Aspen Investment Management sold 49,706 Invesco BulletShares 2019 High Yield Corporate Bond ETF shares in Q4 2018, an estimated $1.21M.
Aspen Investment Management first reported a position in Invesco BulletShares 2019 High Yield Corporate Bond ETF in Q2 2017 and held it in 6 quarters.
Aspen Investment Management's Invesco BulletShares 2019 High Yield Corporate Bond ETF position peaked at $1.21M in Q3 2018.
140 funds tracked by Wall St. Rank held Invesco BulletShares 2019 High Yield Corporate Bond ETF as of Q4 2018.

Based on Aspen Investment Management's 13F filing for Q4 2018, filed 15 Feb 2019.