Telemus Capital’s Invesco BulletShares 2019 High Yield Corporate Bond ETF BSJJ Stock Holding History

Telemus Capital’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 Q4	–	Sell	-14,755	Closed	-$358K	–	467
2018 Q3	$358K	Sell	14,755 -8,330	-36%	-$202K	0.03%	337
2018 Q2	$558K	Buy	23,085 +115	+0.5%	+$2.79K	0.04%	275
2018 Q1	$559K	Sell	22,970 -45	-0.2%	-$1.09K	0.04%	273
2017 Q4	$561K	Buy	+23,015	New	+$565K	0.04%	275

Other funds holding BSJJ

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UCFA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

WCM

Weatherstone Capital Management Denver, Colorado $94.5M AUM 8.25% 1-Year Est. Return

AMG

Advisors Management Group La Crosse, Wisconsin $549M AUM 29.35% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

IWMA

Ironwood Wealth Management (Arizona) Chandler, Arizona $349M AUM 12.51% 1-Year Est. Return

Telemus Capital's BSJJ Position: Q4 2018 in Review

Telemus Capital sold out of Invesco BulletShares 2019 High Yield Corporate Bond ETF (BSJJ) in Q4 2018, closing a stake of 14,755 shares — an estimated $358K sold.

Telemus Capital first reported a position in BSJJ in Q4 2017 and held it in 4 quarters. The position peaked at $561K in Q4 2017. 140 funds tracked by Wall St. Rank hold BSJJ as of Q4 2018.

Telemus Capital reported no remaining Invesco BulletShares 2019 High Yield Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
Telemus Capital sold 14,755 Invesco BulletShares 2019 High Yield Corporate Bond ETF shares in Q4 2018, an estimated $358K.
Telemus Capital first reported a position in Invesco BulletShares 2019 High Yield Corporate Bond ETF in Q4 2017 and held it in 4 quarters.
Telemus Capital's Invesco BulletShares 2019 High Yield Corporate Bond ETF position peaked at $561K in Q4 2017.
140 funds tracked by Wall St. Rank held Invesco BulletShares 2019 High Yield Corporate Bond ETF as of Q4 2018.

Based on Telemus Capital's 13F filing for Q4 2018, filed 6 Feb 2019.