SS
BSJJ

Simplicity Solutions’s Invesco BulletShares 2019 High Yield Corporate Bond ETF BSJJ Stock Holding History

Simplicity Solutions’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
Q2 		– Sell
-24,693
Closed -$593K – 922
2019
Q1 		$593K Buy
24,693
+1,481
+6% +$35.5K 0.04% 360
2018
Q4 		$549K Buy
+23,212
New +$558K 0.07% 292

Other funds holding BSJJ

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

Simplicity Solutions's BSJJ Position: Q2 2019 in Review

Simplicity Solutions sold out of Invesco BulletShares 2019 High Yield Corporate Bond ETF (BSJJ) in Q2 2019, closing a stake of 24,693 shares — an estimated $593K sold.

Simplicity Solutions first reported a position in BSJJ in Q4 2018 and held it in 2 quarters. The position peaked at $593K in Q1 2019. 114 funds tracked by Wall St. Rank hold BSJJ as of Q2 2019.

  • Simplicity Solutions reported no remaining Invesco BulletShares 2019 High Yield Corporate Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Simplicity Solutions sold 24,693 Invesco BulletShares 2019 High Yield Corporate Bond ETF shares in Q2 2019, an estimated $593K.
  • Simplicity Solutions first reported a position in Invesco BulletShares 2019 High Yield Corporate Bond ETF in Q4 2018 and held it in 2 quarters.
  • Simplicity Solutions's Invesco BulletShares 2019 High Yield Corporate Bond ETF position peaked at $593K in Q1 2019.
  • 114 funds tracked by Wall St. Rank held Invesco BulletShares 2019 High Yield Corporate Bond ETF as of Q2 2019.

Based on Simplicity Solutions's 13F filing for Q2 2019, filed 8 Aug 2019.