WealthPLAN Partners’s Guggenheim BulletShares 2016 High Yield Corporate Bond ETF BSJG Stock Holding History

WealthPLAN Partners’s Portfolio BSJG Stock Details BSJG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	$24.2K	Sell	938 -1,287	-58%	-$33.2K	0.01%	445
2016 Q2	$24.2K	Buy	+2,225	New	+$57.4K	﹤0.01%	1305

Other funds holding BSJG

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

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

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return

SAM

Summit Asset Management Memphis, Tennessee $780M AUM 16.8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJFSA

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

Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return

WealthPLAN Partners's BSJG Position: Q3 2016 in Review

WealthPLAN Partners reduced its Guggenheim BulletShares 2016 High Yield Corporate Bond ETF (BSJG) stake by 58% in Q3 2016, selling an estimated $33.2K and leaving 938 shares worth $24.2K. The position accounts for 0.01% of the portfolio, ranked #445.

WealthPLAN Partners first reported a position in BSJG in Q2 2016 and has held it in 2 quarters since. The position peaked at $24.2K in Q2 2016. 81 funds tracked by Wall St. Rank hold BSJG as of Q3 2016.

WealthPLAN Partners held 938 shares of Guggenheim BulletShares 2016 High Yield Corporate Bond ETF worth $24.2K as of Q3 2016.
WealthPLAN Partners sold 1,287 Guggenheim BulletShares 2016 High Yield Corporate Bond ETF shares in Q3 2016, an estimated $33.2K.
Guggenheim BulletShares 2016 High Yield Corporate Bond ETF made up 0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #445 holding.
WealthPLAN Partners first reported a position in Guggenheim BulletShares 2016 High Yield Corporate Bond ETF in Q2 2016 and has held it in 2 quarters since.
WealthPLAN Partners's Guggenheim BulletShares 2016 High Yield Corporate Bond ETF position peaked at $24.2K in Q2 2016.
81 funds tracked by Wall St. Rank held Guggenheim BulletShares 2016 High Yield Corporate Bond ETF as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.