CA
BSJI

Calton & Associates’s Invesco BulletShares 2018 High Yield Corporate Bond ETF BSJI Stock Holding History

Calton & Associates’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
2018
Q1 		– Sell
-289
Closed -$7K – 1472
2017
Q4 		$7K Buy
+289
New +$7.28K ﹤0.01% 1189

Other funds holding BSJI

CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LFPWM
Leicht Financial Planning & Wealth Management Parsippany, New Jersey $244M AUM 17.11% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return

Calton & Associates's BSJI Position: Q1 2018 in Review

Calton & Associates sold out of Invesco BulletShares 2018 High Yield Corporate Bond ETF (BSJI) in Q1 2018, closing a stake of 289 shares — an estimated $7K sold.

Calton & Associates first reported a position in BSJI in Q4 2017 and held it in 1 quarter. The position peaked at $7K in Q4 2017. 104 funds tracked by Wall St. Rank hold BSJI as of Q1 2018.

  • Calton & Associates reported no remaining Invesco BulletShares 2018 High Yield Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 289 Invesco BulletShares 2018 High Yield Corporate Bond ETF shares in Q1 2018, an estimated $7K.
  • Calton & Associates first reported a position in Invesco BulletShares 2018 High Yield Corporate Bond ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Invesco BulletShares 2018 High Yield Corporate Bond ETF position peaked at $7K in Q4 2017.
  • 104 funds tracked by Wall St. Rank held Invesco BulletShares 2018 High Yield Corporate Bond ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.