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

ARS Wealth 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	-14,507	Closed	-$306K	–	114
2019 Q2	$306K	Sell	14,507 -21,242	-59%	-$448K	0.1%	86
2019 Q1	$753K	Buy	35,749 +41	+0.1%	+$864	0.24%	53
2018 Q4	$752K	Sell	35,708 -411	-1%	-$8.66K	0.27%	51
2018 Q3	$761K	Buy	+36,119	New	+$760K	0.26%	54

Other funds holding BSCJ

BCM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

SFWC

Strategic Family Wealth Counselors Fairfield, New Jersey $430M AUM 17.41% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return

ADL

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

ARS Wealth Advisors's BSCJ Position: Q3 2019 in Review

ARS Wealth Advisors sold out of Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) in Q3 2019, closing a stake of 14,507 shares — an estimated $306K sold.

ARS Wealth Advisors first reported a position in BSCJ in Q3 2018 and held it in 4 quarters. The position peaked at $761K in Q3 2018. 186 funds tracked by Wall St. Rank hold BSCJ as of Q3 2019.

ARS Wealth Advisors reported no remaining Invesco BulletShares 2019 Corporate Bond ETF position as of Q3 2019 after selling out during the quarter.
ARS Wealth Advisors sold 14,507 Invesco BulletShares 2019 Corporate Bond ETF shares in Q3 2019, an estimated $306K.
ARS Wealth Advisors first reported a position in Invesco BulletShares 2019 Corporate Bond ETF in Q3 2018 and held it in 4 quarters.
ARS Wealth Advisors's Invesco BulletShares 2019 Corporate Bond ETF position peaked at $761K in Q3 2018.
186 funds tracked by Wall St. Rank held Invesco BulletShares 2019 Corporate Bond ETF as of Q3 2019.

Based on ARS Wealth Advisors's 13F filing for Q3 2019, filed 11 Jun 2021.