WAM
BSJI

Wealthspire Advisors (Maryland)’s Invesco BulletShares 2018 High Yield Corporate Bond ETF BSJI Stock Holding History

Wealthspire Advisors (Maryland)’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
2018
Q4 		– Sell
-16,169
Closed -$406K – 2662
2018
Q3 		$406K Sell
16,169
-5,851
-27% -$147K 0.03% 284
2018
Q2 		$553K Sell
22,020
-1,631
-7% -$41K 0.05% 217
2018
Q1 		$594K Buy
23,651
+128
+0.5% +$3.21K 0.06% 210
2017
Q4 		$590K Sell
23,523
-1,614
-6% -$40.7K 0.06% 224
2017
Q3 		$637K Buy
25,137
+3,098
+14% +$78.3K 0.07% 199
2017
Q2 		$560K Buy
+22,039
New +$558K 0.07% 204

Wealthspire Advisors (Maryland)'s BSJI Position: Q4 2018 in Review

Wealthspire Advisors (Maryland) sold out of Invesco BulletShares 2018 High Yield Corporate Bond ETF (BSJI) in Q4 2018, closing a stake of 16,169 shares — an estimated $406K sold.

Wealthspire Advisors (Maryland) first reported a position in BSJI in Q2 2017 and held it in 6 quarters. The position peaked at $637K in Q3 2017. 1 fund tracked by Wall St. Rank holds BSJI as of Q4 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Invesco BulletShares 2018 High Yield Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 16,169 Invesco BulletShares 2018 High Yield Corporate Bond ETF shares in Q4 2018, an estimated $406K.
  • Wealthspire Advisors (Maryland) first reported a position in Invesco BulletShares 2018 High Yield Corporate Bond ETF in Q2 2017 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s Invesco BulletShares 2018 High Yield Corporate Bond ETF position peaked at $637K in Q3 2017.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2018 High Yield Corporate Bond ETF as of Q4 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2018, filed 14 Feb 2019.