Madden Advisory Services’s Invesco BulletShares 2018 High Yield Corporate Bond ETF BSJI Stock Holding History

Madden Advisory Services’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
2016 Q4	–	Sell	-14,630	Closed	-$370K	–	93
2016 Q3	$370K	Hold	14,630	–	–	0.23%	76
2016 Q2	$363K	Hold	14,630	–	–	0.22%	76
2016 Q1	$353K	Hold	14,630	–	–	0.23%	73
2015 Q4	$346K	Hold	14,630	–	–	0.23%	73
2015 Q3	$360K	Hold	14,630	–	–	0.24%	77
2015 Q2	$379K	Hold	14,630	–	–	0.23%	81
2015 Q1	$380K	Hold	14,630	–	–	0.23%	83
2014 Q4	$376K	Hold	14,630	–	–	0.21%	82
2014 Q3	$390K	Hold	14,630	–	–	0.2%	85
2014 Q2	$402K	Buy	+14,630	New	+$400K	0.2%	84

Other funds holding BSJI

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

Madden Advisory Services's BSJI Position: Q4 2016 in Review

Madden Advisory Services sold out of Invesco BulletShares 2018 High Yield Corporate Bond ETF (BSJI) in Q4 2016, closing a stake of 14,630 shares — an estimated $370K sold.

Madden Advisory Services first reported a position in BSJI in Q2 2014 and held it in 10 quarters. The position peaked at $402K in Q2 2014. 100 funds tracked by Wall St. Rank hold BSJI as of Q4 2016.

Madden Advisory Services reported no remaining Invesco BulletShares 2018 High Yield Corporate Bond ETF position as of Q4 2016 after selling out during the quarter.
Madden Advisory Services sold 14,630 Invesco BulletShares 2018 High Yield Corporate Bond ETF shares in Q4 2016, an estimated $370K.
Madden Advisory Services first reported a position in Invesco BulletShares 2018 High Yield Corporate Bond ETF in Q2 2014 and held it in 10 quarters.
Madden Advisory Services's Invesco BulletShares 2018 High Yield Corporate Bond ETF position peaked at $402K in Q2 2014.
100 funds tracked by Wall St. Rank held Invesco BulletShares 2018 High Yield Corporate Bond ETF as of Q4 2016.

Based on Madden Advisory Services's 13F filing for Q4 2016, filed 20 Jan 2017.