DP
BSJJ

Denver PWM’s Invesco BulletShares 2019 High Yield Corporate Bond ETF BSJJ Stock Holding History

Denver PWM’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
Q1 		– Sell
-130,053
Closed -$3.12M – 76
2018
Q4 		$3.12M Buy
130,053
+59,602
+85% +$1.43M 2.24% 13
2018
Q3 		$1.7M Buy
+70,451
New +$1.71M 1.28% 22

Other funds holding BSJJ

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Denver PWM's BSJJ Position: Q1 2019 in Review

Denver PWM sold out of Invesco BulletShares 2019 High Yield Corporate Bond ETF (BSJJ) in Q1 2019, closing a stake of 130,053 shares — an estimated $3.12M sold.

Denver PWM first reported a position in BSJJ in Q3 2018 and held it in 2 quarters. The position peaked at $3.12M in Q4 2018. 128 funds tracked by Wall St. Rank hold BSJJ as of Q1 2019.

  • Denver PWM reported no remaining Invesco BulletShares 2019 High Yield Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Denver PWM sold 130,053 Invesco BulletShares 2019 High Yield Corporate Bond ETF shares in Q1 2019, an estimated $3.12M.
  • Denver PWM first reported a position in Invesco BulletShares 2019 High Yield Corporate Bond ETF in Q3 2018 and held it in 2 quarters.
  • Denver PWM's Invesco BulletShares 2019 High Yield Corporate Bond ETF position peaked at $3.12M in Q4 2018.
  • 128 funds tracked by Wall St. Rank held Invesco BulletShares 2019 High Yield Corporate Bond ETF as of Q1 2019.

Based on Denver PWM's 13F filing for Q1 2019, filed 18 Apr 2019.