Vista Investment Management’s Invesco BulletShares 2019 High Yield Corporate Bond ETF BSJJ Stock Holding History

Vista Investment Management’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	-8,457	Closed	-$203K	–	143
2019 Q1	$203K	Sell	8,457 -858	-9%	-$20.6K	0.18%	133
2018 Q4	$220K	Sell	9,315 -700	-7%	-$16.8K	0.23%	122
2018 Q3	$243K	Hold	10,015	–	–	0.21%	129
2018 Q2	$242K	Hold	10,015	–	–	0.24%	124
2018 Q1	$244K	Hold	10,015	–	–	0.26%	119
2017 Q4	$244K	Buy	+10,015	New	+$246K	0.26%	114

Other funds holding BSJJ

UCFA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 $6.59M AUM 15.17% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

Vista Investment Management's BSJJ Position: Q2 2019 in Review

Vista Investment Management sold out of Invesco BulletShares 2019 High Yield Corporate Bond ETF (BSJJ) in Q2 2019, closing a stake of 8,457 shares — an estimated $203K sold.

Vista Investment Management first reported a position in BSJJ in Q4 2017 and held it in 6 quarters. The position peaked at $244K in Q1 2018. 114 funds tracked by Wall St. Rank hold BSJJ as of Q2 2019.

Vista Investment Management reported no remaining Invesco BulletShares 2019 High Yield Corporate Bond ETF position as of Q2 2019 after selling out during the quarter.
Vista Investment Management sold 8,457 Invesco BulletShares 2019 High Yield Corporate Bond ETF shares in Q2 2019, an estimated $203K.
Vista Investment Management first reported a position in Invesco BulletShares 2019 High Yield Corporate Bond ETF in Q4 2017 and held it in 6 quarters.
Vista Investment Management's Invesco BulletShares 2019 High Yield Corporate Bond ETF position peaked at $244K in Q1 2018.
114 funds tracked by Wall St. Rank held Invesco BulletShares 2019 High Yield Corporate Bond ETF as of Q2 2019.

Based on Vista Investment Management's 13F filing for Q2 2019, filed 14 Aug 2019.