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

Concert 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
2016 Q4	–	Sell	-1,722	Closed	-$42K	–	978
2016 Q3	$42K	Buy	+1,722	New	+$41.4K	0.01%	834
2015 Q1	–	Sell	-13,581	Closed	-$339K	–	653
2014 Q4	$339K	Buy	13,581 +3,984	+42%	+$101K	0.05%	418
2014 Q3	$246K	Sell	9,597 -60	-0.6%	-$1.57K	0.03%	435
2014 Q2	$253K	Buy	+9,657	New	+$255K	0.03%	457

Other funds holding BSJJ

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

SIC

SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

LFPWM

Leicht Financial Planning & Wealth Management Parsippany, New Jersey $244M AUM 17.11% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Concert Wealth Management's BSJJ Position: Q4 2016 in Review

Concert Wealth Management sold out of Invesco BulletShares 2019 High Yield Corporate Bond ETF (BSJJ) in Q4 2016, closing a stake of 1,722 shares — an estimated $42K sold.

Concert Wealth Management first reported a position in BSJJ in Q2 2014 and held it in 4 quarters. The position peaked at $339K in Q4 2014. 76 funds tracked by Wall St. Rank hold BSJJ as of Q4 2016.

Concert Wealth Management reported no remaining Invesco BulletShares 2019 High Yield Corporate Bond ETF position as of Q4 2016 after selling out during the quarter.
Concert Wealth Management sold 1,722 Invesco BulletShares 2019 High Yield Corporate Bond ETF shares in Q4 2016, an estimated $42K.
Concert Wealth Management first reported a position in Invesco BulletShares 2019 High Yield Corporate Bond ETF in Q2 2014 and held it in 4 quarters.
Concert Wealth Management's Invesco BulletShares 2019 High Yield Corporate Bond ETF position peaked at $339K in Q4 2014.
76 funds tracked by Wall St. Rank held Invesco BulletShares 2019 High Yield Corporate Bond ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.