Valeo Financial Advisors’s Invesco BulletShares 2019 High Yield Corporate Bond ETF BSJJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
Sell
-3,119
Closed -$75K 1774
2019
Q3
$75K Buy
3,119
+17
+0.5% +$407 0.01% 499
2019
Q2
$74K Buy
3,102
+20
+0.6% +$479 0.01% 500
2019
Q1
$74K Buy
3,082
+23
+0.8% +$551 0.01% 475
2018
Q4
$72K Buy
3,059
+19
+0.6% +$456 0.01% 436
2018
Q3
$73K Buy
3,040
+17
+0.6% +$412 0.01% 471
2018
Q2
$73K Buy
3,023
+19
+0.6% +$460 0.01% 467
2018
Q1
$73K Hold
3,004
0.01% 424
2017
Q4
$73K Hold
3,004
0.01% 404
2017
Q3
$74K Buy
+3,004
New +$74K 0.02% 340

Valeo Financial Advisors's BSJJ Position: Q4 2019 in Review

Valeo Financial Advisors sold out of Invesco BulletShares 2019 High Yield Corporate Bond ETF (BSJJ) in Q4 2019, closing a stake of 3,119 shares — an estimated $75K sold.

Valeo Financial Advisors first reported a position in BSJJ in Q3 2017 and held it in 9 quarters. The position peaked at $75K in Q3 2019. 0 funds tracked by Wall St. Rank hold BSJJ as of Q4 2019.

  • Valeo Financial Advisors reported no remaining Invesco BulletShares 2019 High Yield Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Valeo Financial Advisors sold 3,119 Invesco BulletShares 2019 High Yield Corporate Bond ETF shares in Q4 2019, an estimated $75K.
  • Valeo Financial Advisors first reported a position in Invesco BulletShares 2019 High Yield Corporate Bond ETF in Q3 2017 and held it in 9 quarters.
  • Valeo Financial Advisors's Invesco BulletShares 2019 High Yield Corporate Bond ETF position peaked at $75K in Q3 2019.
  • 0 funds tracked by Wall St. Rank held Invesco BulletShares 2019 High Yield Corporate Bond ETF as of Q4 2019.

Based on Valeo Financial Advisors's 13F filing for Q4 2019, filed 24 Jan 2020.