Lenox Wealth Management’s Invesco BulletShares 2019 High Yield Corporate Bond ETF BSJJ Stock Holding History

Lenox Wealth Management’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 Q4	–	Sell	-2,114	Closed	-$50K	–	755
2019 Q3	$50K	Hold	2,114	–	–	0.01%	270
2019 Q2	$50K	Hold	2,114	–	–	0.01%	247
2019 Q1	$51K	Buy	2,114 +1,526	+260%	+$36.6K	0.02%	241
2018 Q4	$12K	Buy	+588	New	+$14.1K	﹤0.01%	367

Lenox Wealth Management's BSJJ Position: Q4 2019 in Review

Lenox Wealth Management sold out of Invesco BulletShares 2019 High Yield Corporate Bond ETF (BSJJ) in Q4 2019, closing a stake of 2,114 shares — an estimated $50K sold.

Lenox Wealth Management first reported a position in BSJJ in Q4 2018 and held it in 4 quarters. The position peaked at $51K in Q1 2019. 0 funds tracked by Wall St. Rank hold BSJJ as of Q4 2019.

Lenox Wealth Management reported no remaining Invesco BulletShares 2019 High Yield Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
Lenox Wealth Management sold 2,114 Invesco BulletShares 2019 High Yield Corporate Bond ETF shares in Q4 2019, an estimated $50K.
Lenox Wealth Management first reported a position in Invesco BulletShares 2019 High Yield Corporate Bond ETF in Q4 2018 and held it in 4 quarters.
Lenox Wealth Management's Invesco BulletShares 2019 High Yield Corporate Bond ETF position peaked at $51K in Q1 2019.
0 funds tracked by Wall St. Rank held Invesco BulletShares 2019 High Yield Corporate Bond ETF as of Q4 2019.

Based on Lenox Wealth Management's 13F filing for Q4 2019, filed 29 Jan 2020.