American Economic Planning Group’s Invesco BulletShares 2023 Corporate Bond ETF BSCN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	$918K	Sell	43,199 -3,974	-8%	-$84.3K	0.25%	42
2019 Q2	$998K	Sell	47,173 -533	-1%	-$11.1K	0.3%	38
2019 Q1	$992K	Buy	+47,706	New	+$978K	0.31%	34

Other funds holding BSCN

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

CAM

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

1IA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

American Economic Planning Group reduced its Invesco BulletShares 2023 Corporate Bond ETF (BSCN) stake by 8.4% in Q3 2019, selling an estimated $84.3K and leaving 43,199 shares worth $918K. The position accounts for 0.25% of the portfolio, ranked #42.

American Economic Planning Group first reported a position in BSCN in Q1 2019 and has held it in 3 quarters since. The position peaked at $998K in Q2 2019. 177 funds tracked by Wall St. Rank hold BSCN as of Q3 2019.

American Economic Planning Group held 43,199 shares of Invesco BulletShares 2023 Corporate Bond ETF worth $918K as of Q3 2019.
American Economic Planning Group sold 3,974 Invesco BulletShares 2023 Corporate Bond ETF shares in Q3 2019, an estimated $84.3K.
Invesco BulletShares 2023 Corporate Bond ETF made up 0.25% of American Economic Planning Group's portfolio in Q3 2019, its #42 holding.
American Economic Planning Group first reported a position in Invesco BulletShares 2023 Corporate Bond ETF in Q1 2019 and has held it in 3 quarters since.
American Economic Planning Group's Invesco BulletShares 2023 Corporate Bond ETF position peaked at $998K in Q2 2019.
177 funds tracked by Wall St. Rank held Invesco BulletShares 2023 Corporate Bond ETF as of Q3 2019.

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