FWM
BSJJ

Frontier Wealth Management’s Invesco BulletShares 2019 High Yield Corporate Bond ETF BSJJ Stock Holding History

Frontier Wealth Management’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
Q2 		– Sell
-16,799
Closed -$409K – 429
2018
Q1 		$409K Buy
16,799
+1,220
+8% +$29.6K 0.06% 254
2017
Q4 		$380K Sell
15,579
-97,676
-86% -$2.4M 0.06% 240
2017
Q3 		$2.8M Buy
113,255
+99,600
+729% +$2.45M 0.4% 60
2017
Q2 		$337K Buy
+13,655
New +$335K 0.05% 275

Other funds holding BSJJ

CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LFPWM
Leicht Financial Planning & Wealth Management Parsippany, New Jersey $244M AUM 17.11% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
AMG
Advisors Management Group La Crosse, Wisconsin $549M AUM 29.35% 1-Year Est. Return

Frontier Wealth Management's BSJJ Position: Q2 2018 in Review

Frontier Wealth Management sold out of Invesco BulletShares 2019 High Yield Corporate Bond ETF (BSJJ) in Q2 2018, closing a stake of 16,799 shares — an estimated $409K sold.

Frontier Wealth Management first reported a position in BSJJ in Q2 2017 and held it in 4 quarters. The position peaked at $2.8M in Q3 2017. 129 funds tracked by Wall St. Rank hold BSJJ as of Q2 2018.

  • Frontier Wealth Management reported no remaining Invesco BulletShares 2019 High Yield Corporate Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Frontier Wealth Management sold 16,799 Invesco BulletShares 2019 High Yield Corporate Bond ETF shares in Q2 2018, an estimated $409K.
  • Frontier Wealth Management first reported a position in Invesco BulletShares 2019 High Yield Corporate Bond ETF in Q2 2017 and held it in 4 quarters.
  • Frontier Wealth Management's Invesco BulletShares 2019 High Yield Corporate Bond ETF position peaked at $2.8M in Q3 2017.
  • 129 funds tracked by Wall St. Rank held Invesco BulletShares 2019 High Yield Corporate Bond ETF as of Q2 2018.

Based on Frontier Wealth Management's 13F filing for Q2 2018, filed 14 Aug 2018.