MGIA
BSJI

Matthew Goff Investment Advisor’s Invesco BulletShares 2018 High Yield Corporate Bond ETF BSJI Stock Holding History

Matthew Goff Investment Advisor’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
Q1 		– Sell
-424,889
Closed -$10.7M – 76
2017
Q4 		$10.7M Buy
424,889
+7,153
+2% +$180K 4.59% 5
2017
Q3 		$10.6M Buy
+417,736
New +$10.6M 4.54% 6

Other funds holding BSJI

CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LFPWM
Leicht Financial Planning & Wealth Management Parsippany, New Jersey $244M AUM 17.11% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return

Matthew Goff Investment Advisor's BSJI Position: Q1 2018 in Review

Matthew Goff Investment Advisor sold out of Invesco BulletShares 2018 High Yield Corporate Bond ETF (BSJI) in Q1 2018, closing a stake of 424,889 shares — an estimated $10.7M sold.

Matthew Goff Investment Advisor first reported a position in BSJI in Q3 2017 and held it in 2 quarters. The position peaked at $10.7M in Q4 2017. 104 funds tracked by Wall St. Rank hold BSJI as of Q1 2018.

  • Matthew Goff Investment Advisor reported no remaining Invesco BulletShares 2018 High Yield Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Matthew Goff Investment Advisor sold 424,889 Invesco BulletShares 2018 High Yield Corporate Bond ETF shares in Q1 2018, an estimated $10.7M.
  • Matthew Goff Investment Advisor first reported a position in Invesco BulletShares 2018 High Yield Corporate Bond ETF in Q3 2017 and held it in 2 quarters.
  • Matthew Goff Investment Advisor's Invesco BulletShares 2018 High Yield Corporate Bond ETF position peaked at $10.7M in Q4 2017.
  • 104 funds tracked by Wall St. Rank held Invesco BulletShares 2018 High Yield Corporate Bond ETF as of Q1 2018.

Based on Matthew Goff Investment Advisor's 13F filing for Q1 2018, filed 10 May 2018.