IMA Advisory Services’s Guggenheim BulletShares 2017 High Yield Corporate Bond ETF BSJH Stock Holding History

IMA Advisory Services’s Portfolio BSJH Stock Details BSJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-82,585	Closed	-$2.13M	–	148
2016 Q4	$2.13M	Hold	82,585	–	–	1.31%	28
2016 Q3	$2.14M	Hold	82,585	–	–	1.22%	33
2016 Q2	$2.13M	Buy	82,585 +31,225	+61%	+$802K	1.34%	29
2016 Q1	$1.31M	Buy	+51,360	New	+$1.28M	0.76%	47

Other funds holding BSJH

UCFA

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

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return

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

IMA Advisory Services's BSJH Position: Q1 2017 in Review

IMA Advisory Services sold out of Guggenheim BulletShares 2017 High Yield Corporate Bond ETF (BSJH) in Q1 2017, closing a stake of 82,585 shares — an estimated $2.13M sold.

IMA Advisory Services first reported a position in BSJH in Q1 2016 and held it in 4 quarters. The position peaked at $2.14M in Q3 2016. 97 funds tracked by Wall St. Rank hold BSJH as of Q1 2017.

IMA Advisory Services reported no remaining Guggenheim BulletShares 2017 High Yield Corporate Bond ETF position as of Q1 2017 after selling out during the quarter.
IMA Advisory Services sold 82,585 Guggenheim BulletShares 2017 High Yield Corporate Bond ETF shares in Q1 2017, an estimated $2.13M.
IMA Advisory Services first reported a position in Guggenheim BulletShares 2017 High Yield Corporate Bond ETF in Q1 2016 and held it in 4 quarters.
IMA Advisory Services's Guggenheim BulletShares 2017 High Yield Corporate Bond ETF position peaked at $2.14M in Q3 2016.
97 funds tracked by Wall St. Rank held Guggenheim BulletShares 2017 High Yield Corporate Bond ETF as of Q1 2017.

Based on IMA Advisory Services's 13F filing for Q1 2017, filed 6 Jun 2017.