BWM
BSJJ

BerganKDV Wealth Management’s Invesco BulletShares 2019 High Yield Corporate Bond ETF BSJJ Stock Holding History

BerganKDV Wealth 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
2017
Q3 		– Sell
-170,392
Closed -$4.2M – 206
2017
Q2 		$4.2M Buy
170,392
+1,972
+1% +$48.4K 1.19% 15
2017
Q1 		$4.13M Buy
168,420
+17,085
+11% +$416K 1.23% 14
2016
Q4 		$3.65M Buy
151,335
+608
+0.4% +$14.6K 1.22% 14
2016
Q3 		$3.65M Buy
150,727
+47,597
+46% +$1.14M 1.26% 14
2016
Q2 		$2.44M Buy
103,130
+61,251
+146% +$1.44M 1.04% 19
2016
Q1 		$969K Buy
+41,879
New +$943K 0.58% 51

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
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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
IWMA
Ironwood Wealth Management (Arizona) Chandler, Arizona $349M AUM 12.51% 1-Year Est. Return
AMG
Advisors Management Group La Crosse, Wisconsin $549M AUM 29.35% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

BerganKDV Wealth Management's BSJJ Position: Q3 2017 in Review

BerganKDV Wealth Management sold out of Invesco BulletShares 2019 High Yield Corporate Bond ETF (BSJJ) in Q3 2017, closing a stake of 170,392 shares — an estimated $4.2M sold.

BerganKDV Wealth Management first reported a position in BSJJ in Q1 2016 and held it in 6 quarters. The position peaked at $4.2M in Q2 2017. 102 funds tracked by Wall St. Rank hold BSJJ as of Q3 2017.

  • BerganKDV Wealth Management reported no remaining Invesco BulletShares 2019 High Yield Corporate Bond ETF position as of Q3 2017 after selling out during the quarter.
  • BerganKDV Wealth Management sold 170,392 Invesco BulletShares 2019 High Yield Corporate Bond ETF shares in Q3 2017, an estimated $4.2M.
  • BerganKDV Wealth Management first reported a position in Invesco BulletShares 2019 High Yield Corporate Bond ETF in Q1 2016 and held it in 6 quarters.
  • BerganKDV Wealth Management's Invesco BulletShares 2019 High Yield Corporate Bond ETF position peaked at $4.2M in Q2 2017.
  • 102 funds tracked by Wall St. Rank held Invesco BulletShares 2019 High Yield Corporate Bond ETF as of Q3 2017.

Based on BerganKDV Wealth Management's 13F filing for Q3 2017, filed 18 Oct 2017.