GWA
BSJI

Genesis Wealth Advisors’s Invesco BulletShares 2018 High Yield Corporate Bond ETF BSJI Stock Holding History

Genesis Wealth Advisors’s Portfolio BSJI Stock Details BSJI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		$57.8K Buy
2,231
+2
+0.1% +$52 0.05% 160
2015
Q1 		$57.7K Hold
2,229
– – 0.05% 179
2014
Q4 		$58.2K Buy
+2,229
New +$58.7K 0.05% 194

Other funds holding BSJI

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
NEPPG
New England Professional Planning Group Westerly, Rhode Island $239M AUM 18.03% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

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

Genesis Wealth Advisors increased its Invesco BulletShares 2018 High Yield Corporate Bond ETF (BSJI) stake by 0.09% in Q2 2015, buying an estimated $52 and bringing the position to 2,231 shares worth $57.8K. The position accounts for 0.05% of the portfolio, ranked #160.

Genesis Wealth Advisors first reported a position in BSJI in Q4 2014 and has held it in 3 quarters since. The position peaked at $58.2K in Q4 2014. 61 funds tracked by Wall St. Rank hold BSJI as of Q2 2015.

  • Genesis Wealth Advisors held 2,231 shares of Invesco BulletShares 2018 High Yield Corporate Bond ETF worth $57.8K as of Q2 2015.
  • Genesis Wealth Advisors bought 2 Invesco BulletShares 2018 High Yield Corporate Bond ETF shares in Q2 2015, an estimated $52.
  • Invesco BulletShares 2018 High Yield Corporate Bond ETF made up 0.05% of Genesis Wealth Advisors's portfolio in Q2 2015, its #160 holding.
  • Genesis Wealth Advisors first reported a position in Invesco BulletShares 2018 High Yield Corporate Bond ETF in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's Invesco BulletShares 2018 High Yield Corporate Bond ETF position peaked at $58.2K in Q4 2014.
  • 61 funds tracked by Wall St. Rank held Invesco BulletShares 2018 High Yield Corporate Bond ETF as of Q2 2015.

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