CWM
BSJI

Cornerstone Wealth Management’s Invesco BulletShares 2018 High Yield Corporate Bond ETF BSJI Stock Holding History

Cornerstone Wealth Management’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
Q3 		– Sell
-40,160
Closed -$1.6M – 1622
2018
Q2 		$1.6M Buy
+40,160
New +$1.01M 0.02% 609

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cornerstone Wealth Management's BSJI Position: Q3 2018 in Review

Cornerstone Wealth Management sold out of Invesco BulletShares 2018 High Yield Corporate Bond ETF (BSJI) in Q3 2018, closing a stake of 40,160 shares — an estimated $1.6M sold.

Cornerstone Wealth Management first reported a position in BSJI in Q2 2018 and held it in 1 quarter. The position peaked at $1.6M in Q2 2018. 99 funds tracked by Wall St. Rank hold BSJI as of Q3 2018.

  • Cornerstone Wealth Management reported no remaining Invesco BulletShares 2018 High Yield Corporate Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 40,160 Invesco BulletShares 2018 High Yield Corporate Bond ETF shares in Q3 2018, an estimated $1.6M.
  • Cornerstone Wealth Management first reported a position in Invesco BulletShares 2018 High Yield Corporate Bond ETF in Q2 2018 and held it in 1 quarter.
  • Cornerstone Wealth Management's Invesco BulletShares 2018 High Yield Corporate Bond ETF position peaked at $1.6M in Q2 2018.
  • 99 funds tracked by Wall St. Rank held Invesco BulletShares 2018 High Yield Corporate Bond ETF as of Q3 2018.

Based on Cornerstone Wealth Management's 13F filing for Q3 2018, filed 19 Oct 2018.