Freedom Investment Management’s Guggenheim BulletShares 2017 High Yield Corporate Bond ETF BSJH Stock Holding History

Freedom Investment Management’s Portfolio BSJH Stock Details BSJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-88,492	Closed	-$2.28M	–	1180
2017 Q2	$2.28M	Buy	88,492 +6,477	+8%	+$167K	0.13%	105
2017 Q1	$2.11M	Buy	82,015 +3,590	+5%	+$92.5K	0.12%	118
2016 Q4	$2.02M	Buy	78,425 +1,344	+2%	+$34.7K	0.13%	97
2016 Q3	$2M	Sell	77,081 -6,801	-8%	-$176K	0.13%	95
2016 Q2	$2.17M	Buy	83,882 +21,832	+35%	+$561K	0.15%	72
2016 Q1	$1.58M	Buy	62,050 +8,891	+17%	+$222K	0.11%	114
2015 Q4	$1.33M	Sell	53,159 -419,278	-89%	-$10.7M	0.1%	157
2015 Q3	$4.81M	Buy	+472,437	New	+$12.3M	0.49%	28

Other funds holding BSJH

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SIC

SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Freedom Investment Management's BSJH Position: Q3 2017 in Review

Freedom Investment Management sold out of Guggenheim BulletShares 2017 High Yield Corporate Bond ETF (BSJH) in Q3 2017, closing a stake of 88,492 shares — an estimated $2.28M sold.

Freedom Investment Management first reported a position in BSJH in Q3 2015 and held it in 8 quarters. The position peaked at $4.81M in Q3 2015. 87 funds tracked by Wall St. Rank hold BSJH as of Q3 2017.

Freedom Investment Management reported no remaining Guggenheim BulletShares 2017 High Yield Corporate Bond ETF position as of Q3 2017 after selling out during the quarter.
Freedom Investment Management sold 88,492 Guggenheim BulletShares 2017 High Yield Corporate Bond ETF shares in Q3 2017, an estimated $2.28M.
Freedom Investment Management first reported a position in Guggenheim BulletShares 2017 High Yield Corporate Bond ETF in Q3 2015 and held it in 8 quarters.
Freedom Investment Management's Guggenheim BulletShares 2017 High Yield Corporate Bond ETF position peaked at $4.81M in Q3 2015.
87 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 High Yield Corporate Bond ETF as of Q3 2017.

Based on Freedom Investment Management's 13F filing for Q3 2017, filed 3 Oct 2017.