Wilbanks Smith & Thomas Asset Management’s Invesco BulletShares 2019 High Yield Corporate Bond ETF BSJJ Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
2018 Q4	–	Sell	-624	Closed	-$15K	–	1515
2018 Q3	$15K	Buy	+624	New	+$15.1K	﹤0.01%	964

Other funds holding BSJJ

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

WCM

Weatherstone Capital Management Denver, Colorado $94.5M AUM 8.25% 1-Year Est. Return

AMG

Advisors Management Group La Crosse, Wisconsin $604M AUM 64.38% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

IWMA

Ironwood Wealth Management (Arizona) Chandler, Arizona $451M AUM 13.94% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's BSJJ Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Invesco BulletShares 2019 High Yield Corporate Bond ETF (BSJJ) in Q4 2018, closing a stake of 624 shares — an estimated $15K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in BSJJ in Q3 2018 and held it in 1 quarter. The position peaked at $15K in Q3 2018. 140 funds tracked by Wall St. Rank hold BSJJ as of Q4 2018.

Wilbanks Smith & Thomas Asset Management reported no remaining Invesco BulletShares 2019 High Yield Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 624 Invesco BulletShares 2019 High Yield Corporate Bond ETF shares in Q4 2018, an estimated $15K.
Wilbanks Smith & Thomas Asset Management first reported a position in Invesco BulletShares 2019 High Yield Corporate Bond ETF in Q3 2018 and held it in 1 quarter.
Wilbanks Smith & Thomas Asset Management's Invesco BulletShares 2019 High Yield Corporate Bond ETF position peaked at $15K in Q3 2018.
140 funds tracked by Wall St. Rank held Invesco BulletShares 2019 High Yield Corporate Bond ETF as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.