MGIA
BSJJ

Matthew Goff Investment Advisor’s Invesco BulletShares 2019 High Yield Corporate Bond ETF BSJJ Stock Holding History

Matthew Goff Investment Advisor’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
2018
Q2 		– Sell
-502,538
Closed -$12.2M – 86
2018
Q1 		$12.2M Buy
+502,538
New +$12.2M 5.12% 3
2017
Q4 		– Sell
-464,229
Closed -$11.5M – 75
2017
Q3 		$11.5M Buy
+464,229
New +$11.4M 4.93% 3

Other funds holding BSJJ

CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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
LFPWM
Leicht Financial Planning & Wealth Management Parsippany, New Jersey $244M AUM 17.11% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 16.21% 1-Year Est. Return
AMG
Advisors Management Group La Crosse, Wisconsin $604M AUM 64.38% 1-Year Est. Return

Matthew Goff Investment Advisor's BSJJ Position: Q2 2018 in Review

Matthew Goff Investment Advisor sold out of Invesco BulletShares 2019 High Yield Corporate Bond ETF (BSJJ) in Q2 2018, closing a stake of 502,538 shares — an estimated $12.2M sold.

Matthew Goff Investment Advisor first reported a position in BSJJ in Q3 2017 and held it in 2 quarters. The position peaked at $12.2M in Q1 2018. 129 funds tracked by Wall St. Rank hold BSJJ as of Q2 2018.

  • Matthew Goff Investment Advisor reported no remaining Invesco BulletShares 2019 High Yield Corporate Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Matthew Goff Investment Advisor sold 502,538 Invesco BulletShares 2019 High Yield Corporate Bond ETF shares in Q2 2018, an estimated $12.2M.
  • Matthew Goff Investment Advisor first reported a position in Invesco BulletShares 2019 High Yield Corporate Bond ETF in Q3 2017 and held it in 2 quarters.
  • Matthew Goff Investment Advisor's Invesco BulletShares 2019 High Yield Corporate Bond ETF position peaked at $12.2M in Q1 2018.
  • 129 funds tracked by Wall St. Rank held Invesco BulletShares 2019 High Yield Corporate Bond ETF as of Q2 2018.

Based on Matthew Goff Investment Advisor's 13F filing for Q2 2018, filed 13 Aug 2018.