GWA
BSJG

Genesis Wealth Advisors’s Guggenheim BulletShares 2016 High Yield Corporate Bond ETF BSJG Stock Holding History

Genesis Wealth Advisors’s Portfolio BSJG Stock Details BSJG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		$58.3K Buy
2,217
+1
+0% +$26 0.05% 159
2015
Q1 		$58.3K Hold
2,216
– – 0.05% 177
2014
Q4 		$58.2K Buy
+2,216
New +$58.6K 0.05% 193

Other funds holding BSJG

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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
NEPPG
New England Professional Planning Group Westerly, Rhode Island $239M AUM 18.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return

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

Genesis Wealth Advisors increased its Guggenheim BulletShares 2016 High Yield Corporate Bond ETF (BSJG) stake by 0.05% in Q2 2015, buying an estimated $26 and bringing the position to 2,217 shares worth $58.3K. The position accounts for 0.05% of the portfolio, ranked #159.

Genesis Wealth Advisors first reported a position in BSJG in Q4 2014 and has held it in 3 quarters since. 73 funds tracked by Wall St. Rank hold BSJG as of Q2 2015.

  • Genesis Wealth Advisors held 2,217 shares of Guggenheim BulletShares 2016 High Yield Corporate Bond ETF worth $58.3K as of Q2 2015.
  • Genesis Wealth Advisors bought 1 Guggenheim BulletShares 2016 High Yield Corporate Bond ETF share in Q2 2015, an estimated $26.
  • Guggenheim BulletShares 2016 High Yield Corporate Bond ETF made up 0.05% of Genesis Wealth Advisors's portfolio in Q2 2015, its #159 holding.
  • Genesis Wealth Advisors first reported a position in Guggenheim BulletShares 2016 High Yield Corporate Bond ETF in Q4 2014 and has held it in 3 quarters since.
  • 73 funds tracked by Wall St. Rank held Guggenheim BulletShares 2016 High Yield Corporate Bond ETF as of Q2 2015.

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