Monument Capital Management’s Invesco BulletShares 2021 High Yield Corporate Bond ETF BSJL Stock Holding History

Monument Capital Management’s Portfolio BSJL Stock Details BSJL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-4,830	Closed	-$120K	–	336
2018 Q3	$120K	Buy	4,830 +93	+2%	+$2.3K	0.07%	97
2018 Q2	$117K	Sell	4,737 -792	-14%	-$19.5K	0.08%	80
2018 Q1	$135K	Sell	5,529 -407	-7%	-$10.1K	0.09%	72
2017 Q4	$148K	Buy	+5,936	New	+$149K	0.1%	69

Other funds holding BSJL

ACG

Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 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

WCM

Weatherstone Capital Management Denver, Colorado $94.5M AUM 8.25% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Monument Capital Management's BSJL Position: Q4 2018 in Review

Monument Capital Management sold out of Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) in Q4 2018, closing a stake of 4,830 shares — an estimated $120K sold.

Monument Capital Management first reported a position in BSJL in Q4 2017 and held it in 4 quarters. The position peaked at $148K in Q4 2017. 95 funds tracked by Wall St. Rank hold BSJL as of Q4 2018.

Monument Capital Management reported no remaining Invesco BulletShares 2021 High Yield Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
Monument Capital Management sold 4,830 Invesco BulletShares 2021 High Yield Corporate Bond ETF shares in Q4 2018, an estimated $120K.
Monument Capital Management first reported a position in Invesco BulletShares 2021 High Yield Corporate Bond ETF in Q4 2017 and held it in 4 quarters.
Monument Capital Management's Invesco BulletShares 2021 High Yield Corporate Bond ETF position peaked at $148K in Q4 2017.
95 funds tracked by Wall St. Rank held Invesco BulletShares 2021 High Yield Corporate Bond ETF as of Q4 2018.

Based on Monument Capital Management's 13F filing for Q4 2018, filed 15 Jan 2019.