GM Advisory Group’s Invesco BulletShares 2018 High Yield Corporate Bond ETF BSJI Stock Holding History

GM Advisory Group’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 Q1	–	Sell	-9,760	Closed	-$245K	–	139
2017 Q4	$245K	Hold	9,760	–	–	0.07%	110
2017 Q3	$247K	Hold	9,760	–	–	0.08%	98
2017 Q2	$248K	Hold	9,760	–	–	0.08%	95
2017 Q1	$247K	Buy	+9,760	New	+$247K	0.08%	87
2016 Q4	–	Sell	-10,275	Closed	-$260K	–	109
2016 Q3	$260K	Hold	10,275	–	–	0.1%	55
2016 Q2	$255K	Hold	10,275	–	–	0.1%	50
2016 Q1	$248K	Buy	+10,275	New	+$242K	0.11%	46

Other funds holding BSJI

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

UCFA

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

LFPWM

Leicht Financial Planning & Wealth Management Parsippany, New Jersey $220M AUM 13.91% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

GM Advisory Group's BSJI Position: Q1 2018 in Review

GM Advisory Group sold out of Invesco BulletShares 2018 High Yield Corporate Bond ETF (BSJI) in Q1 2018, closing a stake of 9,760 shares — an estimated $245K sold.

GM Advisory Group first reported a position in BSJI in Q1 2016 and held it in 7 quarters. The position peaked at $260K in Q3 2016. 104 funds tracked by Wall St. Rank hold BSJI as of Q1 2018.

GM Advisory Group reported no remaining Invesco BulletShares 2018 High Yield Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
GM Advisory Group sold 9,760 Invesco BulletShares 2018 High Yield Corporate Bond ETF shares in Q1 2018, an estimated $245K.
GM Advisory Group first reported a position in Invesco BulletShares 2018 High Yield Corporate Bond ETF in Q1 2016 and held it in 7 quarters.
GM Advisory Group's Invesco BulletShares 2018 High Yield Corporate Bond ETF position peaked at $260K in Q3 2016.
104 funds tracked by Wall St. Rank held Invesco BulletShares 2018 High Yield Corporate Bond ETF as of Q1 2018.

Based on GM Advisory Group's 13F filing for Q1 2018, filed 14 May 2018.