HB
BSJJ

Homrich & Berg’s Invesco BulletShares 2019 High Yield Corporate Bond ETF BSJJ Stock Holding History

Homrich & Berg’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
Q1 		– Sell
-10,709
Closed -$261K – 364
2017
Q4 		$261K Hold
10,709
– – 0.02% 276
2017
Q3 		$265K Hold
10,709
– – 0.02% 271
2017
Q2 		$264K Buy
+10,709
New +$263K 0.02% 235

Other funds holding BSJJ

CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 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 $244M AUM 17.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

Homrich & Berg's BSJJ Position: Q1 2018 in Review

Homrich & Berg sold out of Invesco BulletShares 2019 High Yield Corporate Bond ETF (BSJJ) in Q1 2018, closing a stake of 10,709 shares — an estimated $261K sold.

Homrich & Berg first reported a position in BSJJ in Q2 2017 and held it in 3 quarters. The position peaked at $265K in Q3 2017. 107 funds tracked by Wall St. Rank hold BSJJ as of Q1 2018.

  • Homrich & Berg reported no remaining Invesco BulletShares 2019 High Yield Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Homrich & Berg sold 10,709 Invesco BulletShares 2019 High Yield Corporate Bond ETF shares in Q1 2018, an estimated $261K.
  • Homrich & Berg first reported a position in Invesco BulletShares 2019 High Yield Corporate Bond ETF in Q2 2017 and held it in 3 quarters.
  • Homrich & Berg's Invesco BulletShares 2019 High Yield Corporate Bond ETF position peaked at $265K in Q3 2017.
  • 107 funds tracked by Wall St. Rank held Invesco BulletShares 2019 High Yield Corporate Bond ETF as of Q1 2018.

Based on Homrich & Berg's 13F filing for Q1 2018, filed 15 May 2018.