American Economic Planning Group’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	$998K	Sell	47,056 -3,292	-7%	-$69.9K	0.27%	37
2019 Q2	$1.07M	Sell	50,348 -442	-0.9%	-$9.31K	0.32%	35
2019 Q1	$1.07M	Buy	50,790 +13,913	+38%	+$291K	0.33%	32
2018 Q4	$765K	Buy	+36,877	New	+$762K	0.25%	39
2018 Q2	–	Sell	-52,682	Closed	-$1.1M	–	82
2018 Q1	$1.1M	Buy	52,682 +1,242	+2%	+$26K	0.4%	28
2017 Q4	$1.09M	Buy	51,440 +8,143	+19%	+$173K	0.4%	27
2017 Q3	$925K	Sell	43,297 -2,563	-6%	-$54.8K	0.35%	26
2017 Q2	$977K	Buy	45,860 +2,361	+5%	+$50.2K	0.38%	22
2017 Q1	$920K	Buy	+43,499	New	+$917K	0.37%	24

Other funds holding BSCL

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

LWA

Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return

MFWM

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

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

SFG

SNS Financial Group Minneapolis, Minnesota $1.16B AUM 13.88% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

1IA

1834 Investment Advisors Milwaukee, Wisconsin $883M AUM 23.82% 1-Year Est. Return

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

American Economic Planning Group reduced its Invesco BulletShares 2021 Corporate Bond ETF (BSCL) stake by 6.5% in Q3 2019, selling an estimated $69.9K and leaving 47,056 shares worth $998K. The position accounts for 0.27% of the portfolio, ranked #37.

American Economic Planning Group first reported a position in BSCL in Q1 2017 and has held it in 9 quarters since. The position peaked at $1.1M in Q1 2018. 226 funds tracked by Wall St. Rank hold BSCL as of Q3 2019.

American Economic Planning Group held 47,056 shares of Invesco BulletShares 2021 Corporate Bond ETF worth $998K as of Q3 2019.
American Economic Planning Group sold 3,292 Invesco BulletShares 2021 Corporate Bond ETF shares in Q3 2019, an estimated $69.9K.
Invesco BulletShares 2021 Corporate Bond ETF made up 0.27% of American Economic Planning Group's portfolio in Q3 2019, its #37 holding.
American Economic Planning Group first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q1 2017 and has held it in 9 quarters since.
American Economic Planning Group's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $1.1M in Q1 2018.
226 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q3 2019.

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