WA
BSJJ

WESPAC Advisors’s Invesco BulletShares 2019 High Yield Corporate Bond ETF BSJJ Stock Holding History

WESPAC Advisors’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
2017
Q4 		– Sell
-10,404
Closed -$257K – 145
2017
Q3 		$257K Hold
10,404
– – 0.17% 114
2017
Q2 		$257K Buy
+10,404
New +$256K 0.18% 111

Other funds holding BSJJ

CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LFPWM
Leicht Financial Planning & Wealth Management Parsippany, New Jersey $244M AUM 17.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AMG
Advisors Management Group La Crosse, Wisconsin $549M AUM 29.35% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return

WESPAC Advisors's BSJJ Position: Q4 2017 in Review

WESPAC Advisors sold out of Invesco BulletShares 2019 High Yield Corporate Bond ETF (BSJJ) in Q4 2017, closing a stake of 10,404 shares — an estimated $257K sold.

WESPAC Advisors first reported a position in BSJJ in Q2 2017 and held it in 2 quarters. The position peaked at $257K in Q3 2017. 121 funds tracked by Wall St. Rank hold BSJJ as of Q4 2017.

  • WESPAC Advisors reported no remaining Invesco BulletShares 2019 High Yield Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
  • WESPAC Advisors sold 10,404 Invesco BulletShares 2019 High Yield Corporate Bond ETF shares in Q4 2017, an estimated $257K.
  • WESPAC Advisors first reported a position in Invesco BulletShares 2019 High Yield Corporate Bond ETF in Q2 2017 and held it in 2 quarters.
  • WESPAC Advisors's Invesco BulletShares 2019 High Yield Corporate Bond ETF position peaked at $257K in Q3 2017.
  • 121 funds tracked by Wall St. Rank held Invesco BulletShares 2019 High Yield Corporate Bond ETF as of Q4 2017.

Based on WESPAC Advisors's 13F filing for Q4 2017, filed 30 Jan 2018.