IAA
BSJJ

Independent Advisor Alliance’s Invesco BulletShares 2019 High Yield Corporate Bond ETF BSJJ Stock Holding History

Independent Advisor Alliance’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
2017
Q2 		– Sell
-357,734
Closed -$8.72M – 431
2017
Q1 		$8.72M Buy
+357,734
New +$8.71M 1.38% 10

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
AMG
Advisors Management Group La Crosse, Wisconsin $549M AUM 29.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

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

Independent Advisor Alliance sold out of Invesco BulletShares 2019 High Yield Corporate Bond ETF (BSJJ) in Q2 2017, closing a stake of 357,734 shares — an estimated $8.72M sold.

Independent Advisor Alliance first reported a position in BSJJ in Q1 2017 and held it in 1 quarter. The position peaked at $8.72M in Q1 2017. 95 funds tracked by Wall St. Rank hold BSJJ as of Q2 2017.

  • Independent Advisor Alliance reported no remaining Invesco BulletShares 2019 High Yield Corporate Bond ETF position as of Q2 2017 after selling out during the quarter.
  • Independent Advisor Alliance sold 357,734 Invesco BulletShares 2019 High Yield Corporate Bond ETF shares in Q2 2017, an estimated $8.72M.
  • Independent Advisor Alliance first reported a position in Invesco BulletShares 2019 High Yield Corporate Bond ETF in Q1 2017 and held it in 1 quarter.
  • Independent Advisor Alliance's Invesco BulletShares 2019 High Yield Corporate Bond ETF position peaked at $8.72M in Q1 2017.
  • 95 funds tracked by Wall St. Rank held Invesco BulletShares 2019 High Yield Corporate Bond ETF as of Q2 2017.

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