MWA
BSJJ

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

Meridian Wealth Advisors’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
Q1 		– Sell
-1,800
Closed -$43K – 446
2018
Q4 		$43K Buy
+1,800
New +$43.2K 0.03% 271

Other funds holding BSJJ

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Jane Street
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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Meridian Wealth Advisors's BSJJ Position: Q1 2019 in Review

Meridian Wealth Advisors sold out of Invesco BulletShares 2019 High Yield Corporate Bond ETF (BSJJ) in Q1 2019, closing a stake of 1,800 shares — an estimated $43K sold.

Meridian Wealth Advisors first reported a position in BSJJ in Q4 2018 and held it in 1 quarter. The position peaked at $43K in Q4 2018. 128 funds tracked by Wall St. Rank hold BSJJ as of Q1 2019.

  • Meridian Wealth Advisors reported no remaining Invesco BulletShares 2019 High Yield Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Meridian Wealth Advisors sold 1,800 Invesco BulletShares 2019 High Yield Corporate Bond ETF shares in Q1 2019, an estimated $43K.
  • Meridian Wealth Advisors first reported a position in Invesco BulletShares 2019 High Yield Corporate Bond ETF in Q4 2018 and held it in 1 quarter.
  • Meridian Wealth Advisors's Invesco BulletShares 2019 High Yield Corporate Bond ETF position peaked at $43K in Q4 2018.
  • 128 funds tracked by Wall St. Rank held Invesco BulletShares 2019 High Yield Corporate Bond ETF as of Q1 2019.

Based on Meridian Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.