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

Executive 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	-14,569	Closed	-$349K	–	915
2019 Q2	$349K	Buy	14,569 +11,508	+376%	+$276K	0.05%	133
2019 Q1	$73K	Hold	3,061	–	–	0.01%	225
2018 Q4	$72K	Buy	+3,061	New	+$73.5K	0.01%	232

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

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

Executive Wealth Management sold out of Invesco BulletShares 2019 High Yield Corporate Bond ETF (BSJJ) in Q3 2019, closing a stake of 14,569 shares — an estimated $349K sold.

Executive Wealth Management first reported a position in BSJJ in Q4 2018 and held it in 3 quarters. The position peaked at $349K in Q2 2019. 116 funds tracked by Wall St. Rank hold BSJJ as of Q3 2019.

Executive Wealth Management reported no remaining Invesco BulletShares 2019 High Yield Corporate Bond ETF position as of Q3 2019 after selling out during the quarter.
Executive Wealth Management sold 14,569 Invesco BulletShares 2019 High Yield Corporate Bond ETF shares in Q3 2019, an estimated $349K.
Executive Wealth Management first reported a position in Invesco BulletShares 2019 High Yield Corporate Bond ETF in Q4 2018 and held it in 3 quarters.
Executive Wealth Management's Invesco BulletShares 2019 High Yield Corporate Bond ETF position peaked at $349K 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 Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.