WI
BSJL

WBI Investments’s Invesco BulletShares 2021 High Yield Corporate Bond ETF BSJL Stock Holding History

WBI Investments’s Portfolio BSJL Stock Details BSJL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-575,271
Closed -$14.2M – 319
2018
Q1 		$14.2M Buy
+575,271
New +$14.3M 0.73% 38

Other funds holding BSJL

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIC
SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

WBI Investments's BSJL Position: Q2 2018 in Review

WBI Investments sold out of Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) in Q2 2018, closing a stake of 575,271 shares — an estimated $14.2M sold.

WBI Investments first reported a position in BSJL in Q1 2018 and held it in 1 quarter. The position peaked at $14.2M in Q1 2018. 78 funds tracked by Wall St. Rank hold BSJL as of Q2 2018.

  • WBI Investments reported no remaining Invesco BulletShares 2021 High Yield Corporate Bond ETF position as of Q2 2018 after selling out during the quarter.
  • WBI Investments sold 575,271 Invesco BulletShares 2021 High Yield Corporate Bond ETF shares in Q2 2018, an estimated $14.2M.
  • WBI Investments first reported a position in Invesco BulletShares 2021 High Yield Corporate Bond ETF in Q1 2018 and held it in 1 quarter.
  • WBI Investments's Invesco BulletShares 2021 High Yield Corporate Bond ETF position peaked at $14.2M in Q1 2018.
  • 78 funds tracked by Wall St. Rank held Invesco BulletShares 2021 High Yield Corporate Bond ETF as of Q2 2018.

Based on WBI Investments's 13F filing for Q2 2018, filed 9 Aug 2018.