OA
BSJJ

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

Opes 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
2017
Q4 		– Sell
-30,003
Closed -$741K – 50
2017
Q3 		$741K Buy
+30,003
New +$739K 0.47% 31
2017
Q2 		– Sell
-30,592
Closed -$749K – 68
2017
Q1 		$749K Buy
+30,592
New +$745K 0.53% 28

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
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AMG
Advisors Management Group La Crosse, Wisconsin $604M AUM 64.38% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return

Opes Advisors's BSJJ Position: Q4 2017 in Review

Opes Advisors sold out of Invesco BulletShares 2019 High Yield Corporate Bond ETF (BSJJ) in Q4 2017, closing a stake of 30,003 shares — an estimated $741K sold.

Opes Advisors first reported a position in BSJJ in Q1 2017 and held it in 2 quarters. The position peaked at $749K in Q1 2017. 121 funds tracked by Wall St. Rank hold BSJJ as of Q4 2017.

  • Opes Advisors reported no remaining Invesco BulletShares 2019 High Yield Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Opes Advisors sold 30,003 Invesco BulletShares 2019 High Yield Corporate Bond ETF shares in Q4 2017, an estimated $741K.
  • Opes Advisors first reported a position in Invesco BulletShares 2019 High Yield Corporate Bond ETF in Q1 2017 and held it in 2 quarters.
  • Opes Advisors's Invesco BulletShares 2019 High Yield Corporate Bond ETF position peaked at $749K in Q1 2017.
  • 121 funds tracked by Wall St. Rank held Invesco BulletShares 2019 High Yield Corporate Bond ETF as of Q4 2017.

Based on Opes Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.