FCAG
BSJJ

First Capital Advisors Group’s Invesco BulletShares 2019 High Yield Corporate Bond ETF BSJJ Stock Holding History

First Capital Advisors Group’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
2018
Q4 		$830K Buy
35,102
+129
+0.4% +$3.1K 0.62% 37
2018
Q3 		$849K Buy
34,973
+7,836
+29% +$190K 0.52% 43
2018
Q2 		$656K Hold
27,137
– – 0.43% 49
2018
Q1 		$660K Buy
+27,137
New +$659K 0.38% 52

Other funds holding BSJJ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
WCM
Weatherstone Capital Management Denver, Colorado $94.5M AUM 8.25% 1-Year Est. Return
AMG
Advisors Management Group La Crosse, Wisconsin $549M AUM 29.35% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
IWMA
Ironwood Wealth Management (Arizona) Chandler, Arizona $349M AUM 12.51% 1-Year Est. Return

First Capital Advisors Group's BSJJ Position: Q4 2018 in Review

First Capital Advisors Group increased its Invesco BulletShares 2019 High Yield Corporate Bond ETF (BSJJ) stake by 0.37% in Q4 2018, buying an estimated $3.1K and bringing the position to 35,102 shares worth $830K. The position accounts for 0.62% of the portfolio, ranked #37.

First Capital Advisors Group first reported a position in BSJJ in Q1 2018 and has held it in 4 quarters since. The position peaked at $849K in Q3 2018. 140 funds tracked by Wall St. Rank hold BSJJ as of Q4 2018.

  • First Capital Advisors Group held 35,102 shares of Invesco BulletShares 2019 High Yield Corporate Bond ETF worth $830K as of Q4 2018.
  • First Capital Advisors Group bought 129 Invesco BulletShares 2019 High Yield Corporate Bond ETF shares in Q4 2018, an estimated $3.1K.
  • Invesco BulletShares 2019 High Yield Corporate Bond ETF made up 0.62% of First Capital Advisors Group's portfolio in Q4 2018, its #37 holding.
  • First Capital Advisors Group first reported a position in Invesco BulletShares 2019 High Yield Corporate Bond ETF in Q1 2018 and has held it in 4 quarters since.
  • First Capital Advisors Group's Invesco BulletShares 2019 High Yield Corporate Bond ETF position peaked at $849K in Q3 2018.
  • 140 funds tracked by Wall St. Rank held Invesco BulletShares 2019 High Yield Corporate Bond ETF as of Q4 2018.

Based on First Capital Advisors Group's 13F filing for Q4 2018, filed 7 Feb 2019.