BRWA
BSJI

B. Riley Wealth Advisors’s Invesco BulletShares 2018 High Yield Corporate Bond ETF BSJI Stock Holding History

B. Riley Wealth Advisors’s Portfolio BSJI Stock Details BSJI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-129,238
Closed -$3.28M – 603
2017
Q2 		$3.28M Sell
129,238
-423
-0.3% -$10.7K 0.6% 35
2017
Q1 		$3.29M Buy
129,661
+2,187
+2% +$55.3K 0.66% 34
2016
Q4 		$3.21M Buy
127,474
+4,842
+4% +$122K 0.65% 36
2016
Q3 		$3.1M Buy
122,632
+3,218
+3% +$80.8K 0.61% 30
2016
Q2 		$2.97M Buy
119,414
+699
+0.6% +$17.2K 0.59% 34
2016
Q1 		$2.87M Buy
118,715
+1,866
+2% +$44K 0.66% 32
2015
Q4 		$2.77M Sell
116,849
-5,424
-4% -$132K 0.56% 37
2015
Q3 		$3.01M Buy
122,273
+1,000
+0.8% +$25.4K 0.72% 22
2015
Q2 		$3.14M Sell
121,273
-3,977
-3% -$104K 0.78% 17
2015
Q1 		$3.25M Buy
125,250
+440
+0.4% +$11.4K 0.79% 17
2014
Q4 		$3.21K Buy
124,810
+14,460
+13% +$381K 0.07% 370
2014
Q3 		$2.94M Sell
110,350
-106,765
-49% -$2.89M 0.77% 19
2014
Q2 		$2.96M Buy
217,115
+108,197
+99% +$2.96M 0.69% 17
2014
Q1 		$2.98M Sell
108,918
-2,402
-2% -$65.3K 0.9% 12
2013
Q4 		$3M Sell
111,320
-434
-0.4% -$11.7K 0.96% 16
2013
Q3 		$2.96M Buy
111,754
+18,680
+20% +$492K 1.01% 12
2013
Q2 		$2.42M Buy
+93,074
New +$2.48M 0.82% 17

Other funds holding BSJI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
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
LFPWM
Leicht Financial Planning & Wealth Management Parsippany, New Jersey $244M AUM 17.11% 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

B. Riley Wealth Advisors's BSJI Position: Q3 2017 in Review

B. Riley Wealth Advisors sold out of Invesco BulletShares 2018 High Yield Corporate Bond ETF (BSJI) in Q3 2017, closing a stake of 129,238 shares — an estimated $3.28M sold.

B. Riley Wealth Advisors first reported a position in BSJI in Q2 2013 and held it in 17 quarters. The position peaked at $3.29M in Q1 2017. 127 funds tracked by Wall St. Rank hold BSJI as of Q3 2017.

  • B. Riley Wealth Advisors reported no remaining Invesco BulletShares 2018 High Yield Corporate Bond ETF position as of Q3 2017 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 129,238 Invesco BulletShares 2018 High Yield Corporate Bond ETF shares in Q3 2017, an estimated $3.28M.
  • B. Riley Wealth Advisors first reported a position in Invesco BulletShares 2018 High Yield Corporate Bond ETF in Q2 2013 and held it in 17 quarters.
  • B. Riley Wealth Advisors's Invesco BulletShares 2018 High Yield Corporate Bond ETF position peaked at $3.29M in Q1 2017.
  • 127 funds tracked by Wall St. Rank held Invesco BulletShares 2018 High Yield Corporate Bond ETF as of Q3 2017.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.