MSI Financial Services’s Invesco BulletShares 2019 High Yield Corporate Bond ETF BSJJ Stock Holding History

MSI Financial Services’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
2016 Q4	$49K	Buy	2,044 +610	+43%	+$14.7K	﹤0.01%	1884
2016 Q3	$35K	Sell	1,434 -66	-4%	-$1.59K	﹤0.01%	2041
2016 Q2	$36K	Hold	1,500	–	–	﹤0.01%	2011
2016 Q1	$35K	Hold	1,500	–	–	﹤0.01%	1979
2015 Q4	$34K	Buy	1,500 +1,400	+1,400%	+$32.9K	﹤0.01%	1976
2015 Q3	$2K	Buy	+100	New	+$2.45K	﹤0.01%	2839

Other funds holding BSJJ

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

GHA

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

SIC

SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

LFPWM

Leicht Financial Planning & Wealth Management Parsippany, New Jersey $244M AUM 17.11% 1-Year Est. Return

RJFSA

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

MSI Financial Services's BSJJ Position: Q4 2016 in Review

MSI Financial Services increased its Invesco BulletShares 2019 High Yield Corporate Bond ETF (BSJJ) stake by 43% in Q4 2016, buying an estimated $14.7K and bringing the position to 2,044 shares worth $49K. The position accounts for ﹤0.01% of the portfolio, ranked #1884.

MSI Financial Services first reported a position in BSJJ in Q3 2015 and has held it in 6 quarters since. 76 funds tracked by Wall St. Rank hold BSJJ as of Q4 2016.

MSI Financial Services held 2,044 shares of Invesco BulletShares 2019 High Yield Corporate Bond ETF worth $49K as of Q4 2016.
MSI Financial Services bought 610 Invesco BulletShares 2019 High Yield Corporate Bond ETF shares in Q4 2016, an estimated $14.7K.
Invesco BulletShares 2019 High Yield Corporate Bond ETF made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #1884 holding.
MSI Financial Services first reported a position in Invesco BulletShares 2019 High Yield Corporate Bond ETF in Q3 2015 and has held it in 6 quarters since.
76 funds tracked by Wall St. Rank held Invesco BulletShares 2019 High Yield Corporate Bond ETF as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.