WI
BSJJ

WrapManager Inc’s Invesco BulletShares 2019 High Yield Corporate Bond ETF BSJJ Stock Holding History

WrapManager Inc’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
-38,065
Closed -$924K – 305
2018
Q3 		$924K Buy
38,065
+5,586
+17% +$135K 0.29% 99
2018
Q2 		$785K Buy
32,479
+24,025
+284% +$582K 0.26% 105
2018
Q1 		$206K Buy
+8,454
New +$205K 0.07% 247

Other funds holding BSJJ

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GI
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 $549M AUM 29.35% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
IWMA
Ironwood Wealth Management (Arizona) Chandler, Arizona $349M AUM 12.51% 1-Year Est. Return

WrapManager Inc's BSJJ Position: Q4 2018 in Review

WrapManager Inc sold out of Invesco BulletShares 2019 High Yield Corporate Bond ETF (BSJJ) in Q4 2018, closing a stake of 38,065 shares — an estimated $924K sold.

WrapManager Inc first reported a position in BSJJ in Q1 2018 and held it in 3 quarters. The position peaked at $924K in Q3 2018. 140 funds tracked by Wall St. Rank hold BSJJ as of Q4 2018.

  • WrapManager Inc reported no remaining Invesco BulletShares 2019 High Yield Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
  • WrapManager Inc sold 38,065 Invesco BulletShares 2019 High Yield Corporate Bond ETF shares in Q4 2018, an estimated $924K.
  • WrapManager Inc first reported a position in Invesco BulletShares 2019 High Yield Corporate Bond ETF in Q1 2018 and held it in 3 quarters.
  • WrapManager Inc's Invesco BulletShares 2019 High Yield Corporate Bond ETF position peaked at $924K 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 WrapManager Inc's 13F filing for Q4 2018, filed 13 Feb 2019.