Paulson Wealth Management’s Invesco BulletShares 2019 High Yield Corporate Bond ETF BSJJ Stock Holding History

Paulson Wealth Management’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 Q1	–	Sell	-9,734	Closed	-$233K	–	119
2018 Q4	$233K	Sell	9,734 -12,933	-57%	-$311K	0.19%	101
2018 Q3	$545K	Sell	22,667 -1,472	-6%	-$35.7K	0.49%	64
2018 Q2	$584K	Sell	24,139 -148	-0.6%	-$3.59K	0.58%	59
2018 Q1	$591K	Buy	24,287 +8,928	+58%	+$217K	0.59%	57
2017 Q4	$374K	Buy	+15,359	New	+$377K	0.33%	68

Other funds holding BSJJ

UCFA

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

Jane Street New York $777B AUM 61.18% 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

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

MFWM

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

IWC

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

RJFSA

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

Paulson Wealth Management's BSJJ Position: Q1 2019 in Review

Paulson Wealth Management sold out of Invesco BulletShares 2019 High Yield Corporate Bond ETF (BSJJ) in Q1 2019, closing a stake of 9,734 shares — an estimated $233K sold.

Paulson Wealth Management first reported a position in BSJJ in Q4 2017 and held it in 5 quarters. The position peaked at $591K in Q1 2018. 128 funds tracked by Wall St. Rank hold BSJJ as of Q1 2019.

Paulson Wealth Management reported no remaining Invesco BulletShares 2019 High Yield Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
Paulson Wealth Management sold 9,734 Invesco BulletShares 2019 High Yield Corporate Bond ETF shares in Q1 2019, an estimated $233K.
Paulson Wealth Management first reported a position in Invesco BulletShares 2019 High Yield Corporate Bond ETF in Q4 2017 and held it in 5 quarters.
Paulson Wealth Management's Invesco BulletShares 2019 High Yield Corporate Bond ETF position peaked at $591K in Q1 2018.
128 funds tracked by Wall St. Rank held Invesco BulletShares 2019 High Yield Corporate Bond ETF as of Q1 2019.

Based on Paulson Wealth Management's 13F filing for Q1 2019, filed 24 Apr 2019.