IHT Wealth Management’s Invesco BulletShares 2019 High Yield Corporate Bond ETF BSJJ Stock Holding History

IHT Wealth Management’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 Q1	–	Sell	-46,418	Closed	-$1.1M	–	551
2018 Q4	$1.1M	Buy	46,418 +29,816	+180%	+$716K	0.21%	124
2018 Q3	$403K	Hold	16,602	–	–	0.09%	262
2018 Q2	$401K	Hold	16,602	–	–	0.1%	238
2018 Q1	$402K	Sell	16,602 -1,644	-9%	-$40K	0.11%	219
2017 Q4	$446K	Buy	18,246 +2,000	+12%	+$49.1K	0.12%	216
2017 Q3	$400K	Buy	16,246 +13,825	+571%	+$341K	0.17%	144
2017 Q2	$1	Sell	2,421 -872	-26%	-$21.4K	﹤0.01%	1393
2017 Q1	$190K	Sell	3,293 -5,408	-62%	-$132K	0.13%	186
2016 Q4	$211K	Buy	+8,701	New	+$210K	0.16%	151

Other funds holding BSJJ

UCFA

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

MFWM

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

RJFSA

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

IHT Wealth Management's BSJJ Position: Q1 2019 in Review

IHT Wealth Management sold out of Invesco BulletShares 2019 High Yield Corporate Bond ETF (BSJJ) in Q1 2019, closing a stake of 46,418 shares — an estimated $1.1M sold.

IHT Wealth Management first reported a position in BSJJ in Q4 2016 and held it in 9 quarters. The position peaked at $1.1M in Q4 2018. 128 funds tracked by Wall St. Rank hold BSJJ as of Q1 2019.

IHT Wealth Management reported no remaining Invesco BulletShares 2019 High Yield Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
IHT Wealth Management sold 46,418 Invesco BulletShares 2019 High Yield Corporate Bond ETF shares in Q1 2019, an estimated $1.1M.
IHT Wealth Management first reported a position in Invesco BulletShares 2019 High Yield Corporate Bond ETF in Q4 2016 and held it in 9 quarters.
IHT Wealth Management's Invesco BulletShares 2019 High Yield Corporate Bond ETF position peaked at $1.1M in Q4 2018.
128 funds tracked by Wall St. Rank held Invesco BulletShares 2019 High Yield Corporate Bond ETF as of Q1 2019.

Based on IHT Wealth Management's 13F filing for Q1 2019, filed 16 May 2019.