GWA
BSJH

Genesis Wealth Advisors’s Guggenheim BulletShares 2017 High Yield Corporate Bond ETF BSJH Stock Holding History

Genesis Wealth Advisors’s Portfolio BSJH Stock Details BSJH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		$58.7K Buy
2,222
+1
+0% +$27 0.05% 158
2015
Q1 		$58.6K Hold
2,221
– – 0.05% 176
2014
Q4 		$59K Buy
+2,221
New +$58.9K 0.05% 189

Other funds holding BSJH

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
NEPPG
New England Professional Planning Group Westerly, Rhode Island $239M AUM 18.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

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

Genesis Wealth Advisors increased its Guggenheim BulletShares 2017 High Yield Corporate Bond ETF (BSJH) stake by 0.05% in Q2 2015, buying an estimated $27 and bringing the position to 2,222 shares worth $58.7K. The position accounts for 0.05% of the portfolio, ranked #158.

Genesis Wealth Advisors first reported a position in BSJH in Q4 2014 and has held it in 3 quarters since. The position peaked at $59K in Q4 2014. 63 funds tracked by Wall St. Rank hold BSJH as of Q2 2015.

  • Genesis Wealth Advisors held 2,222 shares of Guggenheim BulletShares 2017 High Yield Corporate Bond ETF worth $58.7K as of Q2 2015.
  • Genesis Wealth Advisors bought 1 Guggenheim BulletShares 2017 High Yield Corporate Bond ETF share in Q2 2015, an estimated $27.
  • Guggenheim BulletShares 2017 High Yield Corporate Bond ETF made up 0.05% of Genesis Wealth Advisors's portfolio in Q2 2015, its #158 holding.
  • Genesis Wealth Advisors first reported a position in Guggenheim BulletShares 2017 High Yield Corporate Bond ETF in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's Guggenheim BulletShares 2017 High Yield Corporate Bond ETF position peaked at $59K in Q4 2014.
  • 63 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 High Yield Corporate Bond ETF as of Q2 2015.

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