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

Sequoia 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	-72,923	Closed	-$1.72M	–	76
2018 Q4	$1.72M	Sell	72,923 -2,565	-3%	-$61.6K	1.71%	14
2018 Q3	$1.83M	Buy	75,488 +15,241	+25%	+$370K	1.58%	19
2018 Q2	$1.46M	Buy	60,247 +6,935	+13%	+$168K	1.55%	18
2018 Q1	$1.3M	Buy	53,312 +4,005	+8%	+$97.3K	1.25%	18
2017 Q4	$1.21M	Buy	+49,307	New	+$1.21M	1.09%	23

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

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

Sequoia Wealth Management sold out of Invesco BulletShares 2019 High Yield Corporate Bond ETF (BSJJ) in Q1 2019, closing a stake of 72,923 shares — an estimated $1.72M sold.

Sequoia Wealth Management first reported a position in BSJJ in Q4 2017 and held it in 5 quarters. The position peaked at $1.83M in Q3 2018. 128 funds tracked by Wall St. Rank hold BSJJ as of Q1 2019.

Sequoia Wealth Management reported no remaining Invesco BulletShares 2019 High Yield Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
Sequoia Wealth Management sold 72,923 Invesco BulletShares 2019 High Yield Corporate Bond ETF shares in Q1 2019, an estimated $1.72M.
Sequoia Wealth Management first reported a position in Invesco BulletShares 2019 High Yield Corporate Bond ETF in Q4 2017 and held it in 5 quarters.
Sequoia Wealth Management's Invesco BulletShares 2019 High Yield Corporate Bond ETF position peaked at $1.83M in Q3 2018.
128 funds tracked by Wall St. Rank held Invesco BulletShares 2019 High Yield Corporate Bond ETF as of Q1 2019.

Based on Sequoia Wealth Management's 13F filing for Q1 2019, filed 15 May 2019.