Ironwood Wealth Management (Arizona)’s Invesco BulletShares 2019 High Yield Corporate Bond ETF BSJJ Stock Holding History

Ironwood Wealth Management (Arizona)’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 Q3	–	Sell	-6,068	Closed	-$145K	–	57
2019 Q2	$145K	Sell	6,068 -1,022	-14%	-$24.5K	0.11%	34
2019 Q1	$170K	Sell	7,090 -426,533	-98%	-$10.2M	0.15%	35
2018 Q4	$10.3M	Sell	433,623 -17,778	-4%	-$427K	9.88%	3
2018 Q3	$11M	Buy	451,401 +5,067	+1%	+$123K	9.68%	3
2018 Q2	$10.8M	Buy	+446,334	New	+$10.8M	10.12%	3
2017 Q3	$13.9M	Buy	+13,899,035	New	+$343M	13%	2

Other funds holding BSJJ

UCFA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

IWC

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

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

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

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

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

RJFSA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SIC

SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return

Ironwood Wealth Management (Arizona)'s BSJJ Position: Q3 2019 in Review

Ironwood Wealth Management (Arizona) sold out of Invesco BulletShares 2019 High Yield Corporate Bond ETF (BSJJ) in Q3 2019, closing a stake of 6,068 shares — an estimated $145K sold.

Ironwood Wealth Management (Arizona) first reported a position in BSJJ in Q3 2017 and held it in 6 quarters. The position peaked at $13.9M in Q3 2017. 116 funds tracked by Wall St. Rank hold BSJJ as of Q3 2019.

Ironwood Wealth Management (Arizona) reported no remaining Invesco BulletShares 2019 High Yield Corporate Bond ETF position as of Q3 2019 after selling out during the quarter.
Ironwood Wealth Management (Arizona) sold 6,068 Invesco BulletShares 2019 High Yield Corporate Bond ETF shares in Q3 2019, an estimated $145K.
Ironwood Wealth Management (Arizona) first reported a position in Invesco BulletShares 2019 High Yield Corporate Bond ETF in Q3 2017 and held it in 6 quarters.
Ironwood Wealth Management (Arizona)'s Invesco BulletShares 2019 High Yield Corporate Bond ETF position peaked at $13.9M in Q3 2017.
116 funds tracked by Wall St. Rank held Invesco BulletShares 2019 High Yield Corporate Bond ETF as of Q3 2019.

Based on Ironwood Wealth Management (Arizona)'s 13F filing for Q3 2019, filed 4 Oct 2019.