Apriem Advisors’s Invesco BulletShares 2019 Corporate Bond ETF BSCJ Stock Holding History

Apriem Advisors’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	–	Sell	-41,155	Closed	-$868K	–	137
2019 Q2	$868K	Buy	41,155 +16,780	+69%	+$354K	0.27%	59
2019 Q1	$514K	Sell	24,375 -31,900	-57%	-$672K	0.14%	70
2018 Q4	$1.19M	Buy	+56,275	New	+$1.19M	0.42%	43
2018 Q3	–	Sell	-4,800	Closed	-$101K	–	424
2018 Q2	$101K	Buy	+4,800	New	+$101K	0.02%	177

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 $1.43B AUM 22.07% 1-Year Est. Return

Apriem Advisors's BSCJ Position: Q3 2019 in Review

Apriem Advisors sold out of Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) in Q3 2019, closing a stake of 41,155 shares — an estimated $868K sold.

Apriem Advisors first reported a position in BSCJ in Q2 2018 and held it in 4 quarters. The position peaked at $1.19M in Q4 2018. 186 funds tracked by Wall St. Rank hold BSCJ as of Q3 2019.

Apriem Advisors reported no remaining Invesco BulletShares 2019 Corporate Bond ETF position as of Q3 2019 after selling out during the quarter.
Apriem Advisors sold 41,155 Invesco BulletShares 2019 Corporate Bond ETF shares in Q3 2019, an estimated $868K.
Apriem Advisors first reported a position in Invesco BulletShares 2019 Corporate Bond ETF in Q2 2018 and held it in 4 quarters.
Apriem Advisors's Invesco BulletShares 2019 Corporate Bond ETF position peaked at $1.19M in Q4 2018.
186 funds tracked by Wall St. Rank held Invesco BulletShares 2019 Corporate Bond ETF as of Q3 2019.

Based on Apriem Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.