JNBA Financial Advisors’s Invesco BulletShares 2018 High Yield Corporate Bond ETF BSJI Stock Holding History

JNBA Financial Advisors’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	-800	Closed	-$20K	–	474
2017 Q1	$20K	Hold	800	–	–	﹤0.01%	297
2016 Q4	$20K	Buy	+800	New	+$20.1K	﹤0.01%	300
2016 Q3	–	Sell	-800	Closed	-$20K	–	1714
2016 Q2	$20K	Hold	800	–	–	0.01%	294
2016 Q1	$19K	Hold	800	–	–	0.01%	293
2015 Q4	$19K	Hold	800	–	–	0.01%	292
2015 Q3	$20K	Hold	800	–	–	0.01%	283
2015 Q2	$21K	Hold	800	–	–	0.01%	278
2015 Q1	$21K	Hold	800	–	–	0.01%	286
2014 Q4	$21K	Hold	800	–	–	0.01%	287
2014 Q3	$21K	Hold	800	–	–	0.01%	288
2014 Q2	$22K	Hold	800	–	–	0.01%	261
2014 Q1	$22K	Buy	+800	New	+$21.7K	0.01%	247

Other funds holding BSJI

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

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

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

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

JNBA Financial Advisors's BSJI Position: Q2 2017 in Review

JNBA Financial Advisors sold out of Invesco BulletShares 2018 High Yield Corporate Bond ETF (BSJI) in Q2 2017, closing a stake of 800 shares — an estimated $20K sold.

JNBA Financial Advisors first reported a position in BSJI in Q1 2014 and held it in 12 quarters. The position peaked at $22K in Q2 2014. 120 funds tracked by Wall St. Rank hold BSJI as of Q2 2017.

JNBA Financial Advisors reported no remaining Invesco BulletShares 2018 High Yield Corporate Bond ETF position as of Q2 2017 after selling out during the quarter.
JNBA Financial Advisors sold 800 Invesco BulletShares 2018 High Yield Corporate Bond ETF shares in Q2 2017, an estimated $20K.
JNBA Financial Advisors first reported a position in Invesco BulletShares 2018 High Yield Corporate Bond ETF in Q1 2014 and held it in 12 quarters.
JNBA Financial Advisors's Invesco BulletShares 2018 High Yield Corporate Bond ETF position peaked at $22K in Q2 2014.
120 funds tracked by Wall St. Rank held Invesco BulletShares 2018 High Yield Corporate Bond ETF as of Q2 2017.

Based on JNBA Financial Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.