KFA
BSJI

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

Kabarec 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
2018
Q2 		$1.16M Sell
46,080
-11,073
-19% -$278K 0.88% 22
2018
Q1 		$1.44M Buy
57,153
+131
+0.2% +$3.29K 0.91% 23
2017
Q4 		$1.43M Buy
+57,022
New +$1.44M 0.88% 27

Other funds holding BSJI

CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
LFPWM
Leicht Financial Planning & Wealth Management Parsippany, New Jersey $244M AUM 17.11% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Kabarec Financial Advisors's BSJI Position: Q2 2018 in Review

Kabarec Financial Advisors reduced its Invesco BulletShares 2018 High Yield Corporate Bond ETF (BSJI) stake by 19% in Q2 2018, selling an estimated $278K and leaving 46,080 shares worth $1.16M. The position accounts for 0.88% of the portfolio, ranked #22.

Kabarec Financial Advisors first reported a position in BSJI in Q4 2017 and has held it in 3 quarters since. The position peaked at $1.44M in Q1 2018. 115 funds tracked by Wall St. Rank hold BSJI as of Q2 2018.

  • Kabarec Financial Advisors held 46,080 shares of Invesco BulletShares 2018 High Yield Corporate Bond ETF worth $1.16M as of Q2 2018.
  • Kabarec Financial Advisors sold 11,073 Invesco BulletShares 2018 High Yield Corporate Bond ETF shares in Q2 2018, an estimated $278K.
  • Invesco BulletShares 2018 High Yield Corporate Bond ETF made up 0.88% of Kabarec Financial Advisors's portfolio in Q2 2018, its #22 holding.
  • Kabarec Financial Advisors first reported a position in Invesco BulletShares 2018 High Yield Corporate Bond ETF in Q4 2017 and has held it in 3 quarters since.
  • Kabarec Financial Advisors's Invesco BulletShares 2018 High Yield Corporate Bond ETF position peaked at $1.44M in Q1 2018.
  • 115 funds tracked by Wall St. Rank held Invesco BulletShares 2018 High Yield Corporate Bond ETF as of Q2 2018.

Based on Kabarec Financial Advisors's 13F filing for Q2 2018, filed 9 Aug 2018.