NFG
BSJI

Next Financial Group’s Invesco BulletShares 2018 High Yield Corporate Bond ETF BSJI Stock Holding History

Next Financial Group’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
Q4 		– Sell
-3,560
Closed -$89K – 2177
2018
Q3 		$89K Buy
+3,560
New +$89.4K 0.04% 391
2017
Q4 		– Sell
-3,458
Closed -$87K – 1675
2017
Q3 		$87K Buy
3,458
+40
+1% +$1.01K 0.02% 535
2017
Q2 		$87K Buy
3,418
+21
+0.6% +$532 0.02% 589
2017
Q1 		$86K Sell
3,397
-573
-14% -$14.5K 0.02% 540
2016
Q4 		$100K Sell
3,970
-2,022
-34% -$50.8K 0.02% 678
2016
Q3 		$152K Buy
5,992
+677
+13% +$17K 0.03% 541
2016
Q2 		$132K Buy
5,315
+63
+1% +$1.55K 0.04% 389
2016
Q1 		$126K Buy
5,252
+34
+0.7% +$801 0.04% 369
2015
Q4 		$123K Hold
5,218
– – 0.05% 366
2015
Q3 		$128K Buy
5,218
+3,218
+161% +$81.6K 0.05% 373
2015
Q2 		$51K Buy
+2,000
New +$52.1K 0.02% 665

Next Financial Group's BSJI Position: Q4 2018 in Review

Next Financial Group sold out of Invesco BulletShares 2018 High Yield Corporate Bond ETF (BSJI) in Q4 2018, closing a stake of 3,560 shares — an estimated $89K sold.

Next Financial Group first reported a position in BSJI in Q2 2015 and held it in 11 quarters. The position peaked at $152K in Q3 2016. 1 fund tracked by Wall St. Rank holds BSJI as of Q4 2018.

  • Next Financial Group reported no remaining Invesco BulletShares 2018 High Yield Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Next Financial Group sold 3,560 Invesco BulletShares 2018 High Yield Corporate Bond ETF shares in Q4 2018, an estimated $89K.
  • Next Financial Group first reported a position in Invesco BulletShares 2018 High Yield Corporate Bond ETF in Q2 2015 and held it in 11 quarters.
  • Next Financial Group's Invesco BulletShares 2018 High Yield Corporate Bond ETF position peaked at $152K in Q3 2016.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2018 High Yield Corporate Bond ETF as of Q4 2018.

Based on Next Financial Group's 13F filing for Q4 2018, filed 11 Feb 2019.