SBL
BSJJ

Sargent Bickham Lagudis’s Invesco BulletShares 2019 High Yield Corporate Bond ETF BSJJ Stock Holding History

Sargent Bickham Lagudis’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
Q2 		– Sell
-4,411
Closed -$108K – 823
2017
Q1 		$108K Buy
+4,411
New +$107K 0.01% 269
2016
Q2 		– Sell
-4,411
Closed -$102K – 780
2016
Q1 		$102K Buy
+4,411
New +$99.3K 0.02% 277

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
AMG
Advisors Management Group La Crosse, Wisconsin $549M AUM 29.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

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

Sargent Bickham Lagudis sold out of Invesco BulletShares 2019 High Yield Corporate Bond ETF (BSJJ) in Q2 2017, closing a stake of 4,411 shares — an estimated $108K sold.

Sargent Bickham Lagudis first reported a position in BSJJ in Q1 2016 and held it in 2 quarters. The position peaked at $108K in Q1 2017. 95 funds tracked by Wall St. Rank hold BSJJ as of Q2 2017.

  • Sargent Bickham Lagudis reported no remaining Invesco BulletShares 2019 High Yield Corporate Bond ETF position as of Q2 2017 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 4,411 Invesco BulletShares 2019 High Yield Corporate Bond ETF shares in Q2 2017, an estimated $108K.
  • Sargent Bickham Lagudis first reported a position in Invesco BulletShares 2019 High Yield Corporate Bond ETF in Q1 2016 and held it in 2 quarters.
  • Sargent Bickham Lagudis's Invesco BulletShares 2019 High Yield Corporate Bond ETF position peaked at $108K in Q1 2017.
  • 95 funds tracked by Wall St. Rank held Invesco BulletShares 2019 High Yield Corporate Bond ETF as of Q2 2017.

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