Creative Planning
BSJI

Creative Planning’s Invesco BulletShares 2018 High Yield Corporate Bond ETF BSJI Stock Holding History

Creative Planning’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
2017
Q3 		– Sell
-3,000
Closed -$76K – 4358
2017
Q2 		$76K Buy
+3,000
New +$76K ﹤0.01% 2190
2015
Q4 		– Sell
-1,339
Closed -$33K – 4697
2015
Q3 		$33K Buy
+1,339
New +$33.9K ﹤0.01% 2359

Other funds holding BSJI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return
LFPWM
Leicht Financial Planning & Wealth Management Parsippany, New Jersey $244M AUM 17.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning's BSJI Position: Q3 2017 in Review

Creative Planning sold out of Invesco BulletShares 2018 High Yield Corporate Bond ETF (BSJI) in Q3 2017, closing a stake of 3,000 shares — an estimated $76K sold.

Creative Planning first reported a position in BSJI in Q3 2015 and held it in 2 quarters. The position peaked at $76K in Q2 2017. 127 funds tracked by Wall St. Rank hold BSJI as of Q3 2017.

  • Creative Planning reported no remaining Invesco BulletShares 2018 High Yield Corporate Bond ETF position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 3,000 Invesco BulletShares 2018 High Yield Corporate Bond ETF shares in Q3 2017, an estimated $76K.
  • Creative Planning first reported a position in Invesco BulletShares 2018 High Yield Corporate Bond ETF in Q3 2015 and held it in 2 quarters.
  • Creative Planning's Invesco BulletShares 2018 High Yield Corporate Bond ETF position peaked at $76K in Q2 2017.
  • 127 funds tracked by Wall St. Rank held Invesco BulletShares 2018 High Yield Corporate Bond ETF as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.