American Economic Planning Group’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	$1.01M	Sell	47,166 -3,461	-7%	-$74.2K	0.28%	36
2019 Q2	$1.08M	Sell	50,627 -425	-0.8%	-$9K	0.33%	33
2019 Q1	$1.08M	Buy	51,052 +16,442	+48%	+$343K	0.34%	30
2018 Q4	$713K	Buy	+34,610	New	+$711K	0.23%	41
2018 Q2	–	Sell	-52,319	Closed	-$1.09M	–	85
2018 Q1	$1.09M	Buy	52,319 +1,128	+2%	+$23.6K	0.4%	29
2017 Q4	$1.08M	Buy	+51,191	New	+$1.09M	0.4%	28

Other funds holding BSCM

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

BCM

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MFWM

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

FFW

Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

CAM

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

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

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

American Economic Planning Group reduced its Invesco BulletShares 2022 Corporate Bond ETF (BSCM) stake by 6.8% in Q3 2019, selling an estimated $74.2K and leaving 47,166 shares worth $1.01M. The position accounts for 0.28% of the portfolio, ranked #36.

American Economic Planning Group first reported a position in BSCM in Q4 2017 and has held it in 6 quarters since. The position peaked at $1.09M in Q1 2018. 216 funds tracked by Wall St. Rank hold BSCM as of Q3 2019.

American Economic Planning Group held 47,166 shares of Invesco BulletShares 2022 Corporate Bond ETF worth $1.01M as of Q3 2019.
American Economic Planning Group sold 3,461 Invesco BulletShares 2022 Corporate Bond ETF shares in Q3 2019, an estimated $74.2K.
Invesco BulletShares 2022 Corporate Bond ETF made up 0.28% of American Economic Planning Group's portfolio in Q3 2019, its #36 holding.
American Economic Planning Group first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2017 and has held it in 6 quarters since.
American Economic Planning Group's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $1.09M in Q1 2018.
216 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q3 2019.

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