American Economic Planning Group’s Invesco BulletShares 2019 Corporate Bond ETF BSCJ Stock Holding History

American Economic Planning Group’s Portfolio BSCJ Stock Details BSCJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	$217K	Sell	10,311 -38,030	-79%	-$802K	0.06%	86
2019 Q2	$1.02M	Sell	48,341 -3,316	-6%	-$69.9K	0.31%	37
2019 Q1	$1.09M	Sell	51,657 -2,396	-4%	-$50.5K	0.34%	28
2018 Q4	$1.14M	Buy	+54,053	New	+$1.14M	0.37%	30
2018 Q2	–	Sell	-54,595	Closed	-$1.15M	–	83
2018 Q1	$1.15M	Buy	54,595 +704	+1%	+$14.8K	0.42%	25
2017 Q4	$1.14M	Buy	53,891 +2,475	+5%	+$52.4K	0.42%	23
2017 Q3	$1.09M	Buy	51,416 +341	+0.7%	+$7.25K	0.41%	22
2017 Q2	$1.09M	Buy	51,075 +1,261	+3%	+$26.8K	0.43%	20
2017 Q1	$1.06M	Buy	49,814 +2,343	+5%	+$49.7K	0.43%	19
2016 Q4	$1M	Buy	47,471 +46	+0.1%	+$977	0.43%	19
2016 Q3	$1.01M	Sell	47,425 -566	-1%	-$12.1K	0.41%	18
2016 Q2	$1.03M	Buy	47,991 +50	+0.1%	+$1.06K	0.41%	16
2016 Q1	$1.02M	Sell	47,941 -332	-0.7%	-$6.95K	0.41%	15
2015 Q4	$1.01M	Buy	48,273 +5,076	+12%	+$107K	0.39%	17
2015 Q3	$913K	Sell	43,197 -3,178	-7%	-$66.9K	0.4%	15
2015 Q2	$977K	Sell	46,375 -380	-0.8%	-$8.05K	0.4%	17
2015 Q1	$995K	Buy	46,755 +3,941	+9%	+$83.5K	0.38%	17
2014 Q4	$895K	Buy	+42,814	New	+$902K	0.34%	18
2013 Q4	–	Sell	-19,957	Closed	-$414K	–	31
2013 Q3	$414K	Buy	+19,957	New	+$407K	0.17%	14

Other funds holding BSCJ

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

SFWC

Strategic Family Wealth Counselors Fairfield, New Jersey $381M AUM 21.36% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

American Economic Planning Group's BSCJ Position: Q3 2019 in Review

American Economic Planning Group reduced its Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) stake by 79% in Q3 2019, selling an estimated $802K and leaving 10,311 shares worth $217K. The position accounts for 0.06% of the portfolio, ranked #86.

American Economic Planning Group first reported a position in BSCJ in Q3 2013 and has held it in 19 quarters since. The position peaked at $1.15M in Q1 2018. 186 funds tracked by Wall St. Rank hold BSCJ as of Q3 2019.

American Economic Planning Group held 10,311 shares of Invesco BulletShares 2019 Corporate Bond ETF worth $217K as of Q3 2019.
American Economic Planning Group sold 38,030 Invesco BulletShares 2019 Corporate Bond ETF shares in Q3 2019, an estimated $802K.
Invesco BulletShares 2019 Corporate Bond ETF made up 0.06% of American Economic Planning Group's portfolio in Q3 2019, its #86 holding.
American Economic Planning Group first reported a position in Invesco BulletShares 2019 Corporate Bond ETF in Q3 2013 and has held it in 19 quarters since.
American Economic Planning Group's Invesco BulletShares 2019 Corporate Bond ETF position peaked at $1.15M in Q1 2018.
186 funds tracked by Wall St. Rank held Invesco BulletShares 2019 Corporate Bond ETF as of Q3 2019.

Based on American Economic Planning Group's 13F filing for Q3 2019, filed 9 Oct 2019.