Creative Planning’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

Creative Planning’s Portfolio BSJN Stock Details BSJN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-950	Closed	-$25K	–	3904
2017 Q2	$25K	Buy	+950	New	+$25.4K	﹤0.01%	3036

Other funds holding BSJN

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CWM

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

LFPWM

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

Creative Planning's BSJN Position: Q3 2017 in Review

Creative Planning sold out of Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) in Q3 2017, closing a stake of 950 shares — an estimated $25K sold.

Creative Planning first reported a position in BSJN in Q2 2017 and held it in 1 quarter. The position peaked at $25K in Q2 2017. 26 funds tracked by Wall St. Rank hold BSJN as of Q3 2017.

Creative Planning reported no remaining Invesco BulletShares 2023 High Yield Corporate Bond ETF position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 950 Invesco BulletShares 2023 High Yield Corporate Bond ETF shares in Q3 2017, an estimated $25K.
Creative Planning first reported a position in Invesco BulletShares 2023 High Yield Corporate Bond ETF in Q2 2017 and held it in 1 quarter.
Creative Planning's Invesco BulletShares 2023 High Yield Corporate Bond ETF position peaked at $25K in Q2 2017.
26 funds tracked by Wall St. Rank held Invesco BulletShares 2023 High Yield Corporate Bond ETF as of Q3 2017.

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