LW
BSJJ

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

Linscomb Wealth’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
Q2 		– Sell
-19,184
Closed -$460K – 276
2019
Q1 		$460K Sell
19,184
-2,934
-13% -$70.3K 0.04% 187
2018
Q4 		$523K Sell
22,118
-3,247
-13% -$78K 0.05% 162
2018
Q3 		$616K Sell
25,365
-9,276
-27% -$225K 0.05% 161
2018
Q2 		$837K Sell
34,641
-12,023
-26% -$291K 0.07% 128
2018
Q1 		$1.14M Sell
46,664
-6,800
-13% -$165K 0.1% 103
2017
Q4 		$1.3M Sell
53,464
-8,771
-14% -$215K 0.11% 99
2017
Q3 		$1.54M Sell
62,235
-650
-1% -$16K 0.13% 93
2017
Q2 		$1.55M Sell
62,885
-3,488
-5% -$85.7K 0.14% 91
2017
Q1 		$1.63M Sell
66,373
-6,883
-9% -$168K 0.15% 86
2016
Q4 		$1.77M Sell
73,256
-4,335
-6% -$104K 0.16% 86
2016
Q3 		$1.88M Sell
77,591
-1,173
-1% -$28.2K 0.18% 75
2016
Q2 		$1.87M Sell
78,764
-3,225
-4% -$75.7K 0.19% 73
2016
Q1 		$1.9M Sell
81,989
-1,084
-1% -$24.4K 0.21% 72
2015
Q4 		$1.89M Sell
83,073
-37,478
-31% -$882K 0.21% 69
2015
Q3 		$2.84M Sell
120,551
-3,418
-3% -$83.6K 0.33% 45
2015
Q2 		$3.12M Sell
123,969
-2,597
-2% -$65.8K 0.34% 47
2015
Q1 		$3.19M Sell
126,566
-2,958
-2% -$74.2K 0.34% 46
2014
Q4 		$3.23M Sell
129,524
-4,435
-3% -$113K 0.36% 45
2014
Q3 		$3.44M Sell
133,959
-3,604
-3% -$94.2K 0.38% 39
2014
Q2 		$3.65M Buy
137,563
+21,691
+19% +$572K 0.39% 37
2014
Q1 		$3.05M Buy
115,872
+28,559
+33% +$745K 0.34% 43
2013
Q4 		$2.26M Buy
+87,313
New +$2.23M 0.28% 49

Other funds holding BSJJ

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

Linscomb Wealth's BSJJ Position: Q2 2019 in Review

Linscomb Wealth sold out of Invesco BulletShares 2019 High Yield Corporate Bond ETF (BSJJ) in Q2 2019, closing a stake of 19,184 shares — an estimated $460K sold.

Linscomb Wealth first reported a position in BSJJ in Q4 2013 and held it in 22 quarters. The position peaked at $3.65M in Q2 2014. 114 funds tracked by Wall St. Rank hold BSJJ as of Q2 2019.

  • Linscomb Wealth reported no remaining Invesco BulletShares 2019 High Yield Corporate Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Linscomb Wealth sold 19,184 Invesco BulletShares 2019 High Yield Corporate Bond ETF shares in Q2 2019, an estimated $460K.
  • Linscomb Wealth first reported a position in Invesco BulletShares 2019 High Yield Corporate Bond ETF in Q4 2013 and held it in 22 quarters.
  • Linscomb Wealth's Invesco BulletShares 2019 High Yield Corporate Bond ETF position peaked at $3.65M in Q2 2014.
  • 114 funds tracked by Wall St. Rank held Invesco BulletShares 2019 High Yield Corporate Bond ETF as of Q2 2019.

Based on Linscomb Wealth's 13F filing for Q2 2019, filed 6 Aug 2019.