SEIA
BSJJ

Signature Estate & Investment Advisors’s Invesco BulletShares 2019 High Yield Corporate Bond ETF BSJJ Stock Holding History

Signature Estate & Investment Advisors’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
2018
Q1 		– Sell
-14,666
Closed -$358K – 169
2017
Q4 		$358K Buy
+14,666
New +$360K 0.04% 120

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
WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

Signature Estate & Investment Advisors's BSJJ Position: Q1 2018 in Review

Signature Estate & Investment Advisors sold out of Invesco BulletShares 2019 High Yield Corporate Bond ETF (BSJJ) in Q1 2018, closing a stake of 14,666 shares — an estimated $358K sold.

Signature Estate & Investment Advisors first reported a position in BSJJ in Q4 2017 and held it in 1 quarter. The position peaked at $358K in Q4 2017. 107 funds tracked by Wall St. Rank hold BSJJ as of Q1 2018.

  • Signature Estate & Investment Advisors reported no remaining Invesco BulletShares 2019 High Yield Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 14,666 Invesco BulletShares 2019 High Yield Corporate Bond ETF shares in Q1 2018, an estimated $358K.
  • Signature Estate & Investment Advisors first reported a position in Invesco BulletShares 2019 High Yield Corporate Bond ETF in Q4 2017 and held it in 1 quarter.
  • Signature Estate & Investment Advisors's Invesco BulletShares 2019 High Yield Corporate Bond ETF position peaked at $358K in Q4 2017.
  • 107 funds tracked by Wall St. Rank held Invesco BulletShares 2019 High Yield Corporate Bond ETF as of Q1 2018.

Based on Signature Estate & Investment Advisors's 13F filing for Q1 2018, filed 16 Apr 2018.