Wealthspire Advisors (Maryland)’s Invesco BulletShares 2019 High Yield Corporate Bond ETF BSJJ Stock Holding History

Wealthspire Advisors (Maryland)’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 Q3	–	Sell	-12,189	Closed	-$292K	–	494
2019 Q2	$292K	Sell	12,189 -2,474	-17%	-$59.3K	0.02%	361
2019 Q1	$352K	Buy	14,663 +120	+0.8%	+$2.87K	0.03%	319
2018 Q4	$344K	Sell	14,543 -2,709	-16%	-$65.1K	0.03%	292
2018 Q3	$419K	Sell	17,252 -4,510	-21%	-$109K	0.03%	281
2018 Q2	$526K	Buy	21,762 +1,652	+8%	+$40K	0.05%	224
2018 Q1	$489K	Sell	20,110 -1,679	-8%	-$40.8K	0.05%	250
2017 Q4	$531K	Buy	21,789 +2,803	+15%	+$68.8K	0.05%	243
2017 Q3	$469K	Buy	18,986 +366	+2%	+$9.02K	0.05%	250
2017 Q2	$459K	Buy	+18,620	New	+$457K	0.05%	242

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 22.94% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $377B AUM 19.32% 1-Year Est. Return

SIC

SFE Investment Counsel Los Angeles, California $635M AUM 23.85% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s BSJJ Position: Q3 2019 in Review

Wealthspire Advisors (Maryland) sold out of Invesco BulletShares 2019 High Yield Corporate Bond ETF (BSJJ) in Q3 2019, closing a stake of 12,189 shares — an estimated $292K sold.

Wealthspire Advisors (Maryland) first reported a position in BSJJ in Q2 2017 and held it in 9 quarters. The position peaked at $531K in Q4 2017. 116 funds tracked by Wall St. Rank hold BSJJ as of Q3 2019.

Wealthspire Advisors (Maryland) reported no remaining Invesco BulletShares 2019 High Yield Corporate Bond ETF position as of Q3 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 12,189 Invesco BulletShares 2019 High Yield Corporate Bond ETF shares in Q3 2019, an estimated $292K.
Wealthspire Advisors (Maryland) first reported a position in Invesco BulletShares 2019 High Yield Corporate Bond ETF in Q2 2017 and held it in 9 quarters.
Wealthspire Advisors (Maryland)'s Invesco BulletShares 2019 High Yield Corporate Bond ETF position peaked at $531K in Q4 2017.
116 funds tracked by Wall St. Rank held Invesco BulletShares 2019 High Yield Corporate Bond ETF as of Q3 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2019, filed 13 Nov 2019.