U
BSJJ

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

UBS’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
2014
Q3 		$349K Buy
13,588
+9,791
+258% +$256K ﹤0.01% 4622
2014
Q2 		$101K Buy
+3,797
New +$100K ﹤0.01% 5932

Other funds holding BSJJ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS's BSJJ Position: Q3 2014 in Review

UBS increased its Invesco BulletShares 2019 High Yield Corporate Bond ETF (BSJJ) stake by 258% in Q3 2014, buying an estimated $256K and bringing the position to 13,588 shares worth $349K. The position accounts for ﹤0.01% of the portfolio, ranked #4622.

UBS first reported a position in BSJJ in Q2 2014 and has held it in 2 quarters since. 22 funds tracked by Wall St. Rank hold BSJJ as of Q3 2014.

  • UBS held 13,588 shares of Invesco BulletShares 2019 High Yield Corporate Bond ETF worth $349K as of Q3 2014.
  • UBS bought 9,791 Invesco BulletShares 2019 High Yield Corporate Bond ETF shares in Q3 2014, an estimated $256K.
  • Invesco BulletShares 2019 High Yield Corporate Bond ETF made up ﹤0.01% of UBS's portfolio in Q3 2014, its #4622 holding.
  • UBS first reported a position in Invesco BulletShares 2019 High Yield Corporate Bond ETF in Q2 2014 and has held it in 2 quarters since.
  • 22 funds tracked by Wall St. Rank held Invesco BulletShares 2019 High Yield Corporate Bond ETF as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.