IAA
BSJI

Independent Advisor Alliance’s Invesco BulletShares 2018 High Yield Corporate Bond ETF BSJI Stock Holding History

Independent Advisor Alliance’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
2017
Q2 		– Sell
-64,815
Closed -$1.64M – 435
2017
Q1 		$1.64M Buy
+64,815
New +$1.64M 0.26% 115

Other funds holding BSJI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SIAS
Shine Investment Advisory Services Lone Tree, Colorado $295M AUM 8.85% 1-Year Est. Return

Independent Advisor Alliance's BSJI Position: Q2 2017 in Review

Independent Advisor Alliance sold out of Invesco BulletShares 2018 High Yield Corporate Bond ETF (BSJI) in Q2 2017, closing a stake of 64,815 shares — an estimated $1.64M sold.

Independent Advisor Alliance first reported a position in BSJI in Q1 2017 and held it in 1 quarter. The position peaked at $1.64M in Q1 2017. 120 funds tracked by Wall St. Rank hold BSJI as of Q2 2017.

  • Independent Advisor Alliance reported no remaining Invesco BulletShares 2018 High Yield Corporate Bond ETF position as of Q2 2017 after selling out during the quarter.
  • Independent Advisor Alliance sold 64,815 Invesco BulletShares 2018 High Yield Corporate Bond ETF shares in Q2 2017, an estimated $1.64M.
  • Independent Advisor Alliance first reported a position in Invesco BulletShares 2018 High Yield Corporate Bond ETF in Q1 2017 and held it in 1 quarter.
  • Independent Advisor Alliance's Invesco BulletShares 2018 High Yield Corporate Bond ETF position peaked at $1.64M in Q1 2017.
  • 120 funds tracked by Wall St. Rank held Invesco BulletShares 2018 High Yield Corporate Bond ETF as of Q2 2017.

Based on Independent Advisor Alliance's 13F filing for Q2 2017, filed 14 Aug 2017.