GWA
BSJF

Genesis Wealth Advisors’s GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF BSJF Stock Holding History

Genesis Wealth Advisors’s Portfolio BSJF Stock Details BSJF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		$39.5K Buy
1,516
+4
+0.3% +$104 0.03% 202
2015
Q1 		$39.4K Buy
1,512
+2
+0.1% +$52 0.03% 218
2014
Q4 		$39.6K Buy
+1,510
New +$39.8K 0.03% 236

Other funds holding BSJF

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
FAG
Financial Advisory Group Houston, Texas $567M AUM 19.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Genesis Wealth Advisors's BSJF Position: Q2 2015 in Review

Genesis Wealth Advisors increased its GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF (BSJF) stake by 0.26% in Q2 2015, buying an estimated $104 and bringing the position to 1,516 shares worth $39.5K. The position accounts for 0.03% of the portfolio, ranked #202.

Genesis Wealth Advisors first reported a position in BSJF in Q4 2014 and has held it in 3 quarters since. The position peaked at $39.6K in Q4 2014. 78 funds tracked by Wall St. Rank hold BSJF as of Q2 2015.

  • Genesis Wealth Advisors held 1,516 shares of GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF worth $39.5K as of Q2 2015.
  • Genesis Wealth Advisors bought 4 GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF shares in Q2 2015, an estimated $104.
  • GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF made up 0.03% of Genesis Wealth Advisors's portfolio in Q2 2015, its #202 holding.
  • Genesis Wealth Advisors first reported a position in GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF position peaked at $39.6K in Q4 2014.
  • 78 funds tracked by Wall St. Rank held GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.