Avantax Planning Partners’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
-11,970
Closed -$252K 323
2019
Q3
$252K Hold
11,970
0.02% 259
2019
Q2
$253K Sell
11,970
-1,643
-12% -$34.7K 0.02% 257
2019
Q1
$287K Buy
13,613
+1,643
+14% +$34.6K 0.02% 235
2018
Q4
$252K Hold
11,970
0.02% 222
2018
Q3
$252K Hold
11,970
0.02% 214
2018
Q2
$251K Hold
11,970
0.02% 204
2018
Q1
$251K Hold
11,970
0.02% 264
2017
Q4
$252K Hold
11,970
0.02% 255
2017
Q3
$254K Hold
11,970
0.02% 316
2017
Q2
$254K Hold
11,970
0.02% 286
2017
Q1
$254K Hold
11,970
0.02% 264
2016
Q4
$253K Buy
+11,970
New +$254K 0.03% 254

Avantax Planning Partners's BSCJ Position: Q4 2019 in Review

Avantax Planning Partners sold out of Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) in Q4 2019, closing a stake of 11,970 shares — an estimated $252K sold.

Avantax Planning Partners first reported a position in BSCJ in Q4 2016 and held it in 12 quarters. The position peaked at $287K in Q1 2019. 0 funds tracked by Wall St. Rank hold BSCJ as of Q4 2019.

  • Avantax Planning Partners reported no remaining Invesco BulletShares 2019 Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Avantax Planning Partners sold 11,970 Invesco BulletShares 2019 Corporate Bond ETF shares in Q4 2019, an estimated $252K.
  • Avantax Planning Partners first reported a position in Invesco BulletShares 2019 Corporate Bond ETF in Q4 2016 and held it in 12 quarters.
  • Avantax Planning Partners's Invesco BulletShares 2019 Corporate Bond ETF position peaked at $287K in Q1 2019.
  • 0 funds tracked by Wall St. Rank held Invesco BulletShares 2019 Corporate Bond ETF as of Q4 2019.

Based on Avantax Planning Partners's 13F filing for Q4 2019, filed 15 Jan 2020.