Cresset Asset Management’s Invesco BulletShares 2019 High Yield Corporate Bond ETF BSJJ Stock Holding History

Cresset Asset 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
2019 Q2	–	Sell	-2,090	Closed	-$50K	–	2034
2019 Q1	$50K	Hold	2,090	–	–	﹤0.01%	783
2018 Q4	$49K	Buy	+2,090	New	+$50.2K	﹤0.01%	486

Other funds holding BSJJ

UCFA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MCP

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

Cresset Asset Management's BSJJ Position: Q2 2019 in Review

Cresset Asset Management sold out of Invesco BulletShares 2019 High Yield Corporate Bond ETF (BSJJ) in Q2 2019, closing a stake of 2,090 shares — an estimated $50K sold.

Cresset Asset Management first reported a position in BSJJ in Q4 2018 and held it in 2 quarters. The position peaked at $50K in Q1 2019. 114 funds tracked by Wall St. Rank hold BSJJ as of Q2 2019.

Cresset Asset Management reported no remaining Invesco BulletShares 2019 High Yield Corporate Bond ETF position as of Q2 2019 after selling out during the quarter.
Cresset Asset Management sold 2,090 Invesco BulletShares 2019 High Yield Corporate Bond ETF shares in Q2 2019, an estimated $50K.
Cresset Asset Management first reported a position in Invesco BulletShares 2019 High Yield Corporate Bond ETF in Q4 2018 and held it in 2 quarters.
Cresset Asset Management's Invesco BulletShares 2019 High Yield Corporate Bond ETF position peaked at $50K in Q1 2019.
114 funds tracked by Wall St. Rank held Invesco BulletShares 2019 High Yield Corporate Bond ETF as of Q2 2019.

Based on Cresset Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.