Doyle Wealth Management’s Invesco BulletShares 2019 High Yield Corporate Bond ETF BSJJ Stock Holding History

Doyle Wealth 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 Q3	–	Sell	-397	Closed	-$10K	–	843
2019 Q2	$10K	Buy	+397	New	+$9.52K	﹤0.01%	642
2019 Q1	–	Sell	-397	Closed	-$9K	–	840
2018 Q4	$9K	Buy	+397	New	+$9.54K	﹤0.01%	652

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

IWC

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

SIC

SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return

Doyle Wealth Management's BSJJ Position: Q3 2019 in Review

Doyle Wealth Management sold out of Invesco BulletShares 2019 High Yield Corporate Bond ETF (BSJJ) in Q3 2019, closing a stake of 397 shares — an estimated $10K sold.

Doyle Wealth Management first reported a position in BSJJ in Q4 2018 and held it in 2 quarters. The position peaked at $10K in Q2 2019. 116 funds tracked by Wall St. Rank hold BSJJ as of Q3 2019.

Doyle Wealth Management reported no remaining Invesco BulletShares 2019 High Yield Corporate Bond ETF position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 397 Invesco BulletShares 2019 High Yield Corporate Bond ETF shares in Q3 2019, an estimated $10K.
Doyle Wealth Management first reported a position in Invesco BulletShares 2019 High Yield Corporate Bond ETF in Q4 2018 and held it in 2 quarters.
Doyle Wealth Management's Invesco BulletShares 2019 High Yield Corporate Bond ETF position peaked at $10K in Q2 2019.
116 funds tracked by Wall St. Rank held Invesco BulletShares 2019 High Yield Corporate Bond ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.