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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
Sell
-14,089
Closed -$337K 1833
2019
Q3
$337K Sell
14,089
-4,138
-23% -$99K 0.29% 73
2019
Q2
$437K Sell
18,227
-3,448
-16% -$82.6K 0.36% 72
2019
Q1
$520K Buy
+21,675
New +$519K 0.42% 61
2018
Q3
$115K Sell
4,771
-3,060
-39% -$74.2K 0.12% 189
2018
Q2
$190K Buy
7,831
+311
+4% +$7.54K 0.18% 130
2018
Q1
$182K Buy
+7,520
New +$183K 0.19% 109

Financial Gravity Asset Management's BSJJ Position: Q4 2019 in Review

Financial Gravity Asset Management sold out of Invesco BulletShares 2019 High Yield Corporate Bond ETF (BSJJ) in Q4 2019, closing a stake of 14,089 shares — an estimated $337K sold.

Financial Gravity Asset Management first reported a position in BSJJ in Q1 2018 and held it in 6 quarters. The position peaked at $520K in Q1 2019. 0 funds tracked by Wall St. Rank hold BSJJ as of Q4 2019.

  • Financial Gravity Asset Management reported no remaining Invesco BulletShares 2019 High Yield Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Financial Gravity Asset Management sold 14,089 Invesco BulletShares 2019 High Yield Corporate Bond ETF shares in Q4 2019, an estimated $337K.
  • Financial Gravity Asset Management first reported a position in Invesco BulletShares 2019 High Yield Corporate Bond ETF in Q1 2018 and held it in 6 quarters.
  • Financial Gravity Asset Management's Invesco BulletShares 2019 High Yield Corporate Bond ETF position peaked at $520K in Q1 2019.
  • 0 funds tracked by Wall St. Rank held Invesco BulletShares 2019 High Yield Corporate Bond ETF as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.