GIA
BSJI

GHP Investment Advisors’s Invesco BulletShares 2018 High Yield Corporate Bond ETF BSJI Stock Holding History

GHP Investment 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
2018
Q2 		– Sell
-192,405
Closed -$4.83M – 307
2018
Q1 		$4.83M Sell
192,405
-17,987
-9% -$451K 0.68% 32
2017
Q4 		$5.28M Sell
210,392
-15,442
-7% -$389K 0.75% 26
2017
Q3 		$5.72M Sell
225,834
-20,040
-8% -$507K 0.87% 20
2017
Q2 		$6.24M Buy
245,874
+11,178
+5% +$283K 0.99% 19
2017
Q1 		$5.95M Buy
234,696
+107,266
+84% +$2.71M 1.02% 17
2016
Q4 		$3.21M Buy
127,430
+17,597
+16% +$443K 0.6% 39
2016
Q3 		$2.78M Buy
109,833
+36,125
+49% +$907K 0.57% 46
2016
Q2 		$1.83M Buy
73,708
+20,404
+38% +$501K 0.39% 77
2016
Q1 		$1.29M Buy
53,304
+28,881
+118% +$681K 0.29% 97
2015
Q4 		$578K Buy
24,423
+15,936
+188% +$389K 0.14% 176
2015
Q3 		$209K Buy
+8,487
New +$215K 0.05% 261

Other funds holding BSJI

CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
LFPWM
Leicht Financial Planning & Wealth Management Parsippany, New Jersey $244M AUM 17.11% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

GHP Investment Advisors's BSJI Position: Q2 2018 in Review

GHP Investment Advisors sold out of Invesco BulletShares 2018 High Yield Corporate Bond ETF (BSJI) in Q2 2018, closing a stake of 192,405 shares — an estimated $4.83M sold.

GHP Investment Advisors first reported a position in BSJI in Q3 2015 and held it in 11 quarters. The position peaked at $6.24M in Q2 2017. 115 funds tracked by Wall St. Rank hold BSJI as of Q2 2018.

  • GHP Investment Advisors reported no remaining Invesco BulletShares 2018 High Yield Corporate Bond ETF position as of Q2 2018 after selling out during the quarter.
  • GHP Investment Advisors sold 192,405 Invesco BulletShares 2018 High Yield Corporate Bond ETF shares in Q2 2018, an estimated $4.83M.
  • GHP Investment Advisors first reported a position in Invesco BulletShares 2018 High Yield Corporate Bond ETF in Q3 2015 and held it in 11 quarters.
  • GHP Investment Advisors's Invesco BulletShares 2018 High Yield Corporate Bond ETF position peaked at $6.24M in Q2 2017.
  • 115 funds tracked by Wall St. Rank held Invesco BulletShares 2018 High Yield Corporate Bond ETF as of Q2 2018.

Based on GHP Investment Advisors's 13F filing for Q2 2018, filed 17 Aug 2018.