Aspen Investment Management’s Invesco BulletShares 2019 Corporate Bond ETF BSCJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
Sell
-22,500
Closed -$474K 135
2019
Q3
$474K Hold
22,500
0.32% 87
2019
Q2
$475K Sell
22,500
-500
-2% -$10.5K 0.31% 87
2019
Q1
$485K Sell
23,000
-2,000
-8% -$42.1K 0.34% 84
2018
Q4
$527K Sell
25,000
-184,464
-88% -$3.89M 0.42% 74
2018
Q3
$4.42M Buy
209,464
+7,207
+4% +$152K 2.92% 4
2018
Q2
$4.25M Buy
202,257
+23,883
+13% +$502K 2.93% 4
2018
Q1
$3.74M Buy
178,374
+45,815
+35% +$963K 2.68% 5
2017
Q4
$2.79M Buy
132,559
+8,935
+7% +$189K 1.99% 8
2017
Q3
$2.63M Buy
123,624
+570
+0.5% +$12.1K 1.95% 10
2017
Q2
$2.62M Buy
123,054
+5,054
+4% +$107K 1.97% 9
2017
Q1
$2.5M Buy
118,000
+4,440
+4% +$94.1K 1.86% 10
2016
Q4
$2.4M Buy
+113,560
New +$2.41M 1.81% 10

Aspen Investment Management's BSCJ Position: Q4 2019 in Review

Aspen Investment Management sold out of Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) in Q4 2019, closing a stake of 22,500 shares — an estimated $474K sold.

Aspen Investment Management first reported a position in BSCJ in Q4 2016 and held it in 12 quarters. The position peaked at $4.42M in Q3 2018. 0 funds tracked by Wall St. Rank hold BSCJ as of Q4 2019.

  • Aspen Investment Management reported no remaining Invesco BulletShares 2019 Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Aspen Investment Management sold 22,500 Invesco BulletShares 2019 Corporate Bond ETF shares in Q4 2019, an estimated $474K.
  • Aspen Investment Management first reported a position in Invesco BulletShares 2019 Corporate Bond ETF in Q4 2016 and held it in 12 quarters.
  • Aspen Investment Management's Invesco BulletShares 2019 Corporate Bond ETF position peaked at $4.42M in Q3 2018.
  • 0 funds tracked by Wall St. Rank held Invesco BulletShares 2019 Corporate Bond ETF as of Q4 2019.

Based on Aspen Investment Management's 13F filing for Q4 2019, filed 14 Feb 2020.