Valeo Financial Advisors’s Invesco BulletShares 2018 High Yield Corporate Bond ETF BSJI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-4,495
Closed -$113K 1867
2018
Q3
$113K Buy
4,495
+12
+0.3% +$301 0.02% 377
2018
Q2
$113K Buy
4,483
+15
+0.3% +$377 0.02% 379
2018
Q1
$112K Hold
4,468
0.02% 349
2017
Q4
$112K Hold
4,468
0.02% 325
2017
Q3
$113K Buy
+4,468
New +$113K 0.03% 276

Valeo Financial Advisors's BSJI Position: Q4 2018 in Review

Valeo Financial Advisors sold out of Invesco BulletShares 2018 High Yield Corporate Bond ETF (BSJI) in Q4 2018, closing a stake of 4,495 shares — an estimated $113K sold.

Valeo Financial Advisors first reported a position in BSJI in Q3 2017 and held it in 5 quarters. The position peaked at $113K in Q3 2018. 1 fund tracked by Wall St. Rank holds BSJI as of Q4 2018.

  • Valeo Financial Advisors reported no remaining Invesco BulletShares 2018 High Yield Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 4,495 Invesco BulletShares 2018 High Yield Corporate Bond ETF shares in Q4 2018, an estimated $113K.
  • Valeo Financial Advisors first reported a position in Invesco BulletShares 2018 High Yield Corporate Bond ETF in Q3 2017 and held it in 5 quarters.
  • Valeo Financial Advisors's Invesco BulletShares 2018 High Yield Corporate Bond ETF position peaked at $113K in Q3 2018.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2018 High Yield Corporate Bond ETF as of Q4 2018.

Based on Valeo Financial Advisors's 13F filing for Q4 2018, filed 30 Jan 2019.