Global Financial Private Capital’s Invesco BulletShares 2019 High Yield Corporate Bond ETF BSJJ Stock Holding History

Global Financial Private Capital’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
2019 Q2	–	Sell	-16,799	Closed	-$403K	–	576
2019 Q1	$403K	Buy	16,799 +5,130	+44%	+$123K	0.02%	304
2018 Q4	$276K	Sell	11,669 -25,726	-69%	-$618K	0.02%	298
2018 Q3	$908K	Buy	37,395 +4,304	+13%	+$104K	0.03%	295
2018 Q2	$800K	Buy	33,091 +14,982	+83%	+$363K	0.03%	296
2018 Q1	$440K	Buy	18,109 +2,000	+12%	+$48.6K	0.02%	375
2017 Q4	$393K	Buy	+16,109	New	+$395K	0.01%	383

Other funds holding BSJJ

UCFA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

Global Financial Private Capital's BSJJ Position: Q2 2019 in Review

Global Financial Private Capital sold out of Invesco BulletShares 2019 High Yield Corporate Bond ETF (BSJJ) in Q2 2019, closing a stake of 16,799 shares — an estimated $403K sold.

Global Financial Private Capital first reported a position in BSJJ in Q4 2017 and held it in 6 quarters. The position peaked at $908K in Q3 2018. 114 funds tracked by Wall St. Rank hold BSJJ as of Q2 2019.

Global Financial Private Capital reported no remaining Invesco BulletShares 2019 High Yield Corporate Bond ETF position as of Q2 2019 after selling out during the quarter.
Global Financial Private Capital sold 16,799 Invesco BulletShares 2019 High Yield Corporate Bond ETF shares in Q2 2019, an estimated $403K.
Global Financial Private Capital first reported a position in Invesco BulletShares 2019 High Yield Corporate Bond ETF in Q4 2017 and held it in 6 quarters.
Global Financial Private Capital's Invesco BulletShares 2019 High Yield Corporate Bond ETF position peaked at $908K in Q3 2018.
114 funds tracked by Wall St. Rank held Invesco BulletShares 2019 High Yield Corporate Bond ETF as of Q2 2019.

Based on Global Financial Private Capital's 13F filing for Q2 2019, filed 14 Aug 2019.