SBL
BSJI

Sargent Bickham Lagudis’s Invesco BulletShares 2018 High Yield Corporate Bond ETF BSJI Stock Holding History

Sargent Bickham Lagudis’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
2017
Q2 		– Sell
-5,969
Closed -$151K – 828
2017
Q1 		$151K Buy
+5,969
New +$151K 0.02% 239
2016
Q2 		– Sell
-8,988
Closed -$217K – 783
2016
Q1 		$217K Buy
+8,988
New +$212K 0.03% 196

Other funds holding BSJI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
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 $2.12B AUM 20.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SIAS
Shine Investment Advisory Services Lone Tree, Colorado $295M AUM 8.85% 1-Year Est. Return

Sargent Bickham Lagudis's BSJI Position: Q2 2017 in Review

Sargent Bickham Lagudis sold out of Invesco BulletShares 2018 High Yield Corporate Bond ETF (BSJI) in Q2 2017, closing a stake of 5,969 shares — an estimated $151K sold.

Sargent Bickham Lagudis first reported a position in BSJI in Q1 2016 and held it in 2 quarters. The position peaked at $217K in Q1 2016. 120 funds tracked by Wall St. Rank hold BSJI as of Q2 2017.

  • Sargent Bickham Lagudis reported no remaining Invesco BulletShares 2018 High Yield Corporate Bond ETF position as of Q2 2017 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 5,969 Invesco BulletShares 2018 High Yield Corporate Bond ETF shares in Q2 2017, an estimated $151K.
  • Sargent Bickham Lagudis first reported a position in Invesco BulletShares 2018 High Yield Corporate Bond ETF in Q1 2016 and held it in 2 quarters.
  • Sargent Bickham Lagudis's Invesco BulletShares 2018 High Yield Corporate Bond ETF position peaked at $217K in Q1 2016.
  • 120 funds tracked by Wall St. Rank held Invesco BulletShares 2018 High Yield Corporate Bond ETF as of Q2 2017.

Based on Sargent Bickham Lagudis's 13F filing for Q2 2017, filed 13 Sep 2021.