FIM
BSJI

Freedom Investment Management’s Invesco BulletShares 2018 High Yield Corporate Bond ETF BSJI Stock Holding History

Freedom Investment 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 		– Sell
-108,179
Closed -$2.71M – 1003
2018
Q2 		$2.71M Buy
108,179
+7,132
+7% +$179K 0.16% 103
2018
Q1 		$2.54M Buy
101,047
+4,225
+4% +$106K 0.13% 126
2017
Q4 		$2.43M Buy
96,822
+1,803
+2% +$45.4K 0.12% 119
2017
Q3 		$2.41M Buy
95,019
+4,196
+5% +$106K 0.13% 109
2017
Q2 		$2.31M Buy
90,823
+6,802
+8% +$172K 0.13% 104
2017
Q1 		$2.13M Buy
84,021
+3,568
+4% +$90.2K 0.12% 115
2016
Q4 		$2.03M Buy
80,453
+511
+0.6% +$12.8K 0.13% 96
2016
Q3 		$2.02M Sell
79,942
-6,920
-8% -$174K 0.13% 93
2016
Q2 		$2.16M Buy
86,862
+22,800
+36% +$560K 0.15% 73
2016
Q1 		$1.55M Buy
64,062
+8,548
+15% +$201K 0.11% 119
2015
Q4 		$1.31M Buy
55,514
+27,956
+101% +$683K 0.1% 164
2015
Q3 		$1.18M Buy
+27,558
New +$699K 0.12% 130
2015
Q1 		– Sell
-12,716
Closed -$327K – 676
2014
Q4 		$327K Buy
12,716
+1,480
+13% +$39K 0.04% 397
2014
Q3 		$300K Sell
11,236
-7,079
-39% -$192K 0.05% 334
2014
Q2 		$503K Buy
18,315
+1,802
+11% +$49.2K 0.08% 232
2014
Q1 		$451K Buy
+16,513
New +$449K 0.1% 207

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 $424B AUM 22.96% 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 $6.59M AUM 15.17% 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 $742M AUM 39.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Freedom Investment Management's BSJI Position: Q3 2018 in Review

Freedom Investment Management sold out of Invesco BulletShares 2018 High Yield Corporate Bond ETF (BSJI) in Q3 2018, closing a stake of 108,179 shares — an estimated $2.71M sold.

Freedom Investment Management first reported a position in BSJI in Q1 2014 and held it in 16 quarters. The position peaked at $2.71M in Q2 2018. 99 funds tracked by Wall St. Rank hold BSJI as of Q3 2018.

  • Freedom Investment Management reported no remaining Invesco BulletShares 2018 High Yield Corporate Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Freedom Investment Management sold 108,179 Invesco BulletShares 2018 High Yield Corporate Bond ETF shares in Q3 2018, an estimated $2.71M.
  • Freedom Investment Management first reported a position in Invesco BulletShares 2018 High Yield Corporate Bond ETF in Q1 2014 and held it in 16 quarters.
  • Freedom Investment Management's Invesco BulletShares 2018 High Yield Corporate Bond ETF position peaked at $2.71M 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 Freedom Investment Management's 13F filing for Q3 2018, filed 17 Oct 2018.