VFS
BSJI

VSR Financial Services’s Invesco BulletShares 2018 High Yield Corporate Bond ETF BSJI Stock Holding History

VSR Financial Services’s Portfolio BSJI Stock Details BSJI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-12,890
Closed -$348K – 624
2013
Q4 		$348K Buy
12,890
+1,727
+15% +$46.4K 0.05% 387
2013
Q3 		$296K Buy
+11,163
New +$294K 0.05% 394

Other funds holding BSJI

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SI
SII Investments Appleton, Wisconsin $965M AUM 15.44% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VSR Financial Services's BSJI Position: Q1 2014 in Review

VSR Financial Services sold out of Invesco BulletShares 2018 High Yield Corporate Bond ETF (BSJI) in Q1 2014, closing a stake of 12,890 shares — an estimated $348K sold.

VSR Financial Services first reported a position in BSJI in Q3 2013 and held it in 2 quarters. The position peaked at $348K in Q4 2013. 38 funds tracked by Wall St. Rank hold BSJI as of Q1 2014.

  • VSR Financial Services reported no remaining Invesco BulletShares 2018 High Yield Corporate Bond ETF position as of Q1 2014 after selling out during the quarter.
  • VSR Financial Services sold 12,890 Invesco BulletShares 2018 High Yield Corporate Bond ETF shares in Q1 2014, an estimated $348K.
  • VSR Financial Services first reported a position in Invesco BulletShares 2018 High Yield Corporate Bond ETF in Q3 2013 and held it in 2 quarters.
  • VSR Financial Services's Invesco BulletShares 2018 High Yield Corporate Bond ETF position peaked at $348K in Q4 2013.
  • 38 funds tracked by Wall St. Rank held Invesco BulletShares 2018 High Yield Corporate Bond ETF as of Q1 2014.

Based on VSR Financial Services's 13F filing for Q1 2014, filed 5 May 2014.