Osborn Williams & Donohoe’s Invesco BulletShares 2019 High Yield Corporate Bond ETF BSJJ Stock Holding History

Osborn Williams & Donohoe’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 Q2	–	Sell	-22,000	Closed	-$528K	–	736
2019 Q1	$528K	Buy	+22,000	New	+$527K	0.05%	239

Other funds holding BSJJ

UCFA

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

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

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

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

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

RJFSA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

Osborn Williams & Donohoe's BSJJ Position: Q2 2019 in Review

Osborn Williams & Donohoe sold out of Invesco BulletShares 2019 High Yield Corporate Bond ETF (BSJJ) in Q2 2019, closing a stake of 22,000 shares — an estimated $528K sold.

Osborn Williams & Donohoe first reported a position in BSJJ in Q1 2019 and held it in 1 quarter. The position peaked at $528K in Q1 2019. 114 funds tracked by Wall St. Rank hold BSJJ as of Q2 2019.

Osborn Williams & Donohoe reported no remaining Invesco BulletShares 2019 High Yield Corporate Bond ETF position as of Q2 2019 after selling out during the quarter.
Osborn Williams & Donohoe sold 22,000 Invesco BulletShares 2019 High Yield Corporate Bond ETF shares in Q2 2019, an estimated $528K.
Osborn Williams & Donohoe first reported a position in Invesco BulletShares 2019 High Yield Corporate Bond ETF in Q1 2019 and held it in 1 quarter.
Osborn Williams & Donohoe's Invesco BulletShares 2019 High Yield Corporate Bond ETF position peaked at $528K in Q1 2019.
114 funds tracked by Wall St. Rank held Invesco BulletShares 2019 High Yield Corporate Bond ETF as of Q2 2019.

Based on Osborn Williams & Donohoe's 13F filing for Q2 2019, filed 26 Jul 2019.