B. Riley Wealth Advisors’s Invesco BulletShares 2018 Corporate Bond ETF BSCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-10,147
Closed -$215K 763
2018
Q3
$215K Buy
+10,147
New +$215K 0.03% 623
2014
Q3
Sell
-350
Closed -$7.45K 2194
2014
Q2
$7.45K Buy
+350
New +$7.42K ﹤0.01% 1901

B. Riley Wealth Advisors's BSCI Position: Q4 2018 in Review

B. Riley Wealth Advisors sold out of Invesco BulletShares 2018 Corporate Bond ETF (BSCI) in Q4 2018, closing a stake of 10,147 shares — an estimated $215K sold.

B. Riley Wealth Advisors first reported a position in BSCI in Q2 2014 and held it in 2 quarters. The position peaked at $215K in Q3 2018. 1 fund tracked by Wall St. Rank holds BSCI as of Q4 2018.

  • B. Riley Wealth Advisors reported no remaining Invesco BulletShares 2018 Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 10,147 Invesco BulletShares 2018 Corporate Bond ETF shares in Q4 2018, an estimated $215K.
  • B. Riley Wealth Advisors first reported a position in Invesco BulletShares 2018 Corporate Bond ETF in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Invesco BulletShares 2018 Corporate Bond ETF position peaked at $215K in Q3 2018.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2018 Corporate Bond ETF as of Q4 2018.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2018, filed 8 Feb 2019.