GHP Investment Advisors’s Invesco BulletShares 2019 High Yield Corporate Bond ETF BSJJ Stock Holding History

GHP Investment Advisors’s Portfolio BSJJ Stock Details BSJJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-33,726	Closed	-$820K	–	306
2018 Q1	$820K	Sell	33,726 -1,446	-4%	-$35.1K	0.12%	189
2017 Q4	$857K	Sell	35,172 -4,321	-11%	-$106K	0.12%	187
2017 Q3	$976K	Sell	39,493 -5,881	-13%	-$145K	0.15%	174
2017 Q2	$1.12M	Buy	45,374 +22,467	+98%	+$552K	0.18%	159
2017 Q1	$561K	Buy	+22,907	New	+$558K	0.1%	211

Other funds holding BSJJ

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LFPWM

Leicht Financial Planning & Wealth Management Parsippany, New Jersey $244M AUM 17.11% 1-Year Est. Return

ACG

Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

AMG

Advisors Management Group La Crosse, Wisconsin $604M AUM 64.38% 1-Year Est. Return

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

GHP Investment Advisors sold out of Invesco BulletShares 2019 High Yield Corporate Bond ETF (BSJJ) in Q2 2018, closing a stake of 33,726 shares — an estimated $820K sold.

GHP Investment Advisors first reported a position in BSJJ in Q1 2017 and held it in 5 quarters. The position peaked at $1.12M in Q2 2017. 129 funds tracked by Wall St. Rank hold BSJJ as of Q2 2018.

GHP Investment Advisors reported no remaining Invesco BulletShares 2019 High Yield Corporate Bond ETF position as of Q2 2018 after selling out during the quarter.
GHP Investment Advisors sold 33,726 Invesco BulletShares 2019 High Yield Corporate Bond ETF shares in Q2 2018, an estimated $820K.
GHP Investment Advisors first reported a position in Invesco BulletShares 2019 High Yield Corporate Bond ETF in Q1 2017 and held it in 5 quarters.
GHP Investment Advisors's Invesco BulletShares 2019 High Yield Corporate Bond ETF position peaked at $1.12M in Q2 2017.
129 funds tracked by Wall St. Rank held Invesco BulletShares 2019 High Yield Corporate Bond ETF as of Q2 2018.

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