B
BSCJ

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

Baird’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
2015
Q1 		$860K Buy
40,413
+7,250
+22% +$154K 0.01% 791
2014
Q4 		$693K Buy
33,163
+3,038
+10% +$64K 0.01% 841
2014
Q3 		$633K Buy
30,125
+12,175
+68% +$257K 0.01% 771
2014
Q2 		$380K Buy
+17,950
New +$378K 0.01% 923

Other funds holding BSCJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Baird's BSCJ Position: Q1 2015 in Review

Baird increased its Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) stake by 22% in Q1 2015, buying an estimated $154K and bringing the position to 40,413 shares worth $860K. The position accounts for 0.01% of the portfolio, ranked #791.

Baird first reported a position in BSCJ in Q2 2014 and has held it in 4 quarters since. 65 funds tracked by Wall St. Rank hold BSCJ as of Q1 2015.

  • Baird held 40,413 shares of Invesco BulletShares 2019 Corporate Bond ETF worth $860K as of Q1 2015.
  • Baird bought 7,250 Invesco BulletShares 2019 Corporate Bond ETF shares in Q1 2015, an estimated $154K.
  • Invesco BulletShares 2019 Corporate Bond ETF made up 0.01% of Baird's portfolio in Q1 2015, its #791 holding.
  • Baird first reported a position in Invesco BulletShares 2019 Corporate Bond ETF in Q2 2014 and has held it in 4 quarters since.
  • 65 funds tracked by Wall St. Rank held Invesco BulletShares 2019 Corporate Bond ETF as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.