AEPG
BSCI

American Economic Planning Group’s Invesco BulletShares 2018 Corporate Bond ETF BSCI Stock Holding History

American Economic Planning Group’s Portfolio BSCI Stock Details BSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-55,362
Closed -$1.17M – 84
2018
Q1 		$1.17M Buy
55,362
+518
+0.9% +$10.9K 0.43% 24
2017
Q4 		$1.16M Buy
54,844
+2,522
+5% +$53.3K 0.43% 22
2017
Q3 		$1.11M Buy
52,322
+420
+0.8% +$8.9K 0.42% 20
2017
Q2 		$1.1M Buy
51,902
+1,353
+3% +$28.7K 0.43% 17
2017
Q1 		$1.07M Sell
50,549
-335
-0.7% -$7.11K 0.43% 17
2016
Q4 		$1.08M Buy
50,884
+387
+0.8% +$8.21K 0.46% 17
2016
Q3 		$1.08M Sell
50,497
-625
-1% -$13.3K 0.43% 15
2016
Q2 		$1.09M Buy
51,122
+160
+0.3% +$3.4K 0.44% 13
2016
Q1 		$1.08M Sell
50,962
-3,153
-6% -$66.3K 0.44% 12
2015
Q4 		$1.14M Buy
54,115
+5,100
+10% +$108K 0.44% 14
2015
Q3 		$1.04M Sell
49,015
-3,434
-7% -$72.8K 0.46% 11
2015
Q2 		$1.11M Sell
52,449
-299
-0.6% -$6.37K 0.46% 12
2015
Q1 		$1.13M Buy
52,748
+709
+1% +$15K 0.43% 12
2014
Q4 		$1.1M Sell
52,039
-249
-0.5% -$5.27K 0.42% 13
2014
Q3 		$1.1M Buy
52,288
+8,549
+20% +$181K 0.43% 12
2014
Q2 		$930K Buy
43,739
+3,120
+8% +$66.1K 0.34% 13
2014
Q1 		$855K Buy
40,619
+11,715
+41% +$247K 0.33% 16
2013
Q4 		$605K Buy
28,904
+8,947
+45% +$188K 0.22% 21
2013
Q3 		$414K Buy
+19,957
New +$413K 0.17% 15

Other funds holding BSCI

EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
FCB
First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return
FCFS
First Command Financial Services Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

American Economic Planning Group's BSCI Position: Q2 2018 in Review

American Economic Planning Group sold out of Invesco BulletShares 2018 Corporate Bond ETF (BSCI) in Q2 2018, closing a stake of 55,362 shares — an estimated $1.17M sold.

American Economic Planning Group first reported a position in BSCI in Q3 2013 and held it in 19 quarters. The position peaked at $1.17M in Q1 2018. 147 funds tracked by Wall St. Rank hold BSCI as of Q2 2018.

  • American Economic Planning Group reported no remaining Invesco BulletShares 2018 Corporate Bond ETF position as of Q2 2018 after selling out during the quarter.
  • American Economic Planning Group sold 55,362 Invesco BulletShares 2018 Corporate Bond ETF shares in Q2 2018, an estimated $1.17M.
  • American Economic Planning Group first reported a position in Invesco BulletShares 2018 Corporate Bond ETF in Q3 2013 and held it in 19 quarters.
  • American Economic Planning Group's Invesco BulletShares 2018 Corporate Bond ETF position peaked at $1.17M in Q1 2018.
  • 147 funds tracked by Wall St. Rank held Invesco BulletShares 2018 Corporate Bond ETF as of Q2 2018.

Based on American Economic Planning Group's 13F filing for Q2 2018, filed 14 Aug 2018.