Shine Investment Advisory Services’s Invesco BulletShares 2018 High Yield Corporate Bond ETF BSJI Stock Holding History

Shine Investment Advisory Services’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
2018 Q1	–	Sell	-3,430	Closed	-$86K	–	679
2017 Q4	$86K	Sell	3,430 -925	-21%	-$23.3K	0.04%	201
2017 Q3	$110K	Sell	4,355 -575,602	-99%	-$14.6M	0.06%	154
2017 Q2	$14.7M	Buy	+579,957	New	+$14.7M	7.48%	2
2017 Q1	–	Sell	-578,600	Closed	-$14.6M	–	88
2016 Q4	$14.6M	Buy	578,600 +561,833	+3,351%	+$14.1M	12.05%	2
2016 Q3	$424K	Buy	+16,767	New	+$421K	0.37%	29

Other funds holding BSJI

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

UCFA

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

LFPWM

Leicht Financial Planning & Wealth Management Parsippany, New Jersey $244M AUM 17.11% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

RJFSA

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

MFWM

Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return

Shine Investment Advisory Services's BSJI Position: Q1 2018 in Review

Shine Investment Advisory Services sold out of Invesco BulletShares 2018 High Yield Corporate Bond ETF (BSJI) in Q1 2018, closing a stake of 3,430 shares — an estimated $86K sold.

Shine Investment Advisory Services first reported a position in BSJI in Q3 2016 and held it in 5 quarters. The position peaked at $14.7M in Q2 2017. 104 funds tracked by Wall St. Rank hold BSJI as of Q1 2018.

Shine Investment Advisory Services reported no remaining Invesco BulletShares 2018 High Yield Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
Shine Investment Advisory Services sold 3,430 Invesco BulletShares 2018 High Yield Corporate Bond ETF shares in Q1 2018, an estimated $86K.
Shine Investment Advisory Services first reported a position in Invesco BulletShares 2018 High Yield Corporate Bond ETF in Q3 2016 and held it in 5 quarters.
Shine Investment Advisory Services's Invesco BulletShares 2018 High Yield Corporate Bond ETF position peaked at $14.7M in Q2 2017.
104 funds tracked by Wall St. Rank held Invesco BulletShares 2018 High Yield Corporate Bond ETF as of Q1 2018.

Based on Shine Investment Advisory Services's 13F filing for Q1 2018, filed 30 Apr 2018.