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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-40,361
Closed -$1.01M 499
2018
Q3
$1.01M Sell
40,361
-56,017
-58% -$1.41M 0.1% 121
2018
Q2
$2.42M Buy
96,378
+62,720
+186% +$1.58M 0.28% 54
2018
Q1
$845K Buy
33,658
+14,275
+74% +$358K 0.12% 117
2017
Q4
$486K Buy
+19,383
New +$488K 0.07% 155

Lido Advisors's BSJI Position: Q4 2018 in Review

Lido Advisors sold out of Invesco BulletShares 2018 High Yield Corporate Bond ETF (BSJI) in Q4 2018, closing a stake of 40,361 shares — an estimated $1.01M sold.

Lido Advisors first reported a position in BSJI in Q4 2017 and held it in 4 quarters. The position peaked at $2.42M in Q2 2018. 1 fund tracked by Wall St. Rank holds BSJI as of Q4 2018.

  • Lido Advisors reported no remaining Invesco BulletShares 2018 High Yield Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Lido Advisors sold 40,361 Invesco BulletShares 2018 High Yield Corporate Bond ETF shares in Q4 2018, an estimated $1.01M.
  • Lido Advisors first reported a position in Invesco BulletShares 2018 High Yield Corporate Bond ETF in Q4 2017 and held it in 4 quarters.
  • Lido Advisors's Invesco BulletShares 2018 High Yield Corporate Bond ETF position peaked at $2.42M in Q2 2018.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2018 High Yield Corporate Bond ETF as of Q4 2018.

Based on Lido Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.