Fusion Family Wealth’s Invesco BulletShares 2019 High Yield Corporate Bond ETF BSJJ Stock Holding History

Fusion Family Wealth’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
2017 Q4	–	Sell	-1,344	Closed	-$33K	–	315
2017 Q3	$33K	Sell	1,344 -7,598	-85%	-$187K	0.01%	108
2017 Q2	$221K	Sell	8,942 -3,134	-26%	-$77K	0.08%	69
2017 Q1	$295K	Sell	12,076 -3,274	-21%	-$79.7K	0.11%	58
2016 Q4	$373K	Buy	+15,350	New	+$370K	0.22%	48

Other funds holding BSJJ

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AMG

Advisors Management Group La Crosse, Wisconsin $549M AUM 29.35% 1-Year Est. Return

ACG

Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return

Fusion Family Wealth's BSJJ Position: Q4 2017 in Review

Fusion Family Wealth sold out of Invesco BulletShares 2019 High Yield Corporate Bond ETF (BSJJ) in Q4 2017, closing a stake of 1,344 shares — an estimated $33K sold.

Fusion Family Wealth first reported a position in BSJJ in Q4 2016 and held it in 4 quarters. The position peaked at $373K in Q4 2016. 121 funds tracked by Wall St. Rank hold BSJJ as of Q4 2017.

Fusion Family Wealth reported no remaining Invesco BulletShares 2019 High Yield Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
Fusion Family Wealth sold 1,344 Invesco BulletShares 2019 High Yield Corporate Bond ETF shares in Q4 2017, an estimated $33K.
Fusion Family Wealth first reported a position in Invesco BulletShares 2019 High Yield Corporate Bond ETF in Q4 2016 and held it in 4 quarters.
Fusion Family Wealth's Invesco BulletShares 2019 High Yield Corporate Bond ETF position peaked at $373K in Q4 2016.
121 funds tracked by Wall St. Rank held Invesco BulletShares 2019 High Yield Corporate Bond ETF as of Q4 2017.

Based on Fusion Family Wealth's 13F filing for Q4 2017, filed 6 Feb 2018.