FGAM
BSJI

Financial Gravity Asset Management’s Invesco BulletShares 2018 High Yield Corporate Bond ETF BSJI Stock Holding History

Financial Gravity Asset Management’s Portfolio BSJI Stock Details BSJI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		$0 Sell
12
-7,563
-100% -$190K ﹤0.01% 1723
2018
Q2 		$190K Buy
7,575
+277
+4% +$6.96K 0.18% 131
2018
Q1 		$183K Buy
+7,298
New +$183K 0.19% 106

Other funds holding BSJI

CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Gravity Asset Management's BSJI Position: Q3 2018 in Review

Financial Gravity Asset Management reduced its Invesco BulletShares 2018 High Yield Corporate Bond ETF (BSJI) stake by 100% in Q3 2018, selling an estimated $190K and leaving 12 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1723.

Financial Gravity Asset Management first reported a position in BSJI in Q1 2018 and has held it in 3 quarters since. The position peaked at $190K in Q2 2018. 99 funds tracked by Wall St. Rank hold BSJI as of Q3 2018.

  • Financial Gravity Asset Management held 12 shares of Invesco BulletShares 2018 High Yield Corporate Bond ETF worth $0 as of Q3 2018.
  • Financial Gravity Asset Management sold 7,563 Invesco BulletShares 2018 High Yield Corporate Bond ETF shares in Q3 2018, an estimated $190K.
  • Invesco BulletShares 2018 High Yield Corporate Bond ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q3 2018, its #1723 holding.
  • Financial Gravity Asset Management first reported a position in Invesco BulletShares 2018 High Yield Corporate Bond ETF in Q1 2018 and has held it in 3 quarters since.
  • Financial Gravity Asset Management's Invesco BulletShares 2018 High Yield Corporate Bond ETF position peaked at $190K in Q2 2018.
  • 99 funds tracked by Wall St. Rank held Invesco BulletShares 2018 High Yield Corporate Bond ETF as of Q3 2018.

Based on Financial Gravity Asset Management's 13F filing for Q3 2018, filed 31 Oct 2018.