CP
BSJI

Castleview Partners’s Invesco BulletShares 2018 High Yield Corporate Bond ETF BSJI Stock Holding History

Castleview Partners’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 		$1.43M Buy
+56,711
New +$1.42M 1.18% 20

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 $884M AUM 5.86% 1-Year Est. Return

Castleview Partners's BSJI Position: Q1 2018 in Review

Castleview Partners opened a new position in Invesco BulletShares 2018 High Yield Corporate Bond ETF (BSJI) in Q1 2018: 56,711 shares worth $1.43M. The stake represents 1.18% of the portfolio and ranks #20 among its holdings.

104 funds tracked by Wall St. Rank hold BSJI as of Q1 2018.

  • Castleview Partners held 56,711 shares of Invesco BulletShares 2018 High Yield Corporate Bond ETF worth $1.43M as of Q1 2018.
  • Invesco BulletShares 2018 High Yield Corporate Bond ETF was a new Castleview Partners position in Q1 2018.
  • Invesco BulletShares 2018 High Yield Corporate Bond ETF made up 1.18% of Castleview Partners's portfolio in Q1 2018, its #20 holding.
  • 104 funds tracked by Wall St. Rank held Invesco BulletShares 2018 High Yield Corporate Bond ETF as of Q1 2018.

Based on Castleview Partners's 13F filing for Q1 2018, filed 7 May 2018.