BA
BSCJ

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

Ballew 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
2018
Q4 		– Sell
-857
Closed -$18K – 498
2018
Q3 		$18K Buy
857
+1
+0.1% +$21 0.02% 250
2018
Q2 		$18K Buy
856
+218
+34% +$4.58K 0.02% 256
2018
Q1 		$13K Buy
+638
New +$13.4K 0.01% 282

Other funds holding BSCJ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return
IWMA
Ironwood Wealth Management (Arizona) Chandler, Arizona $349M AUM 12.51% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Ballew Advisors's BSCJ Position: Q4 2018 in Review

Ballew Advisors sold out of Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) in Q4 2018, closing a stake of 857 shares — an estimated $18K sold.

Ballew Advisors first reported a position in BSCJ in Q1 2018 and held it in 3 quarters. The position peaked at $18K in Q3 2018. 201 funds tracked by Wall St. Rank hold BSCJ as of Q4 2018.

  • Ballew Advisors reported no remaining Invesco BulletShares 2019 Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Ballew Advisors sold 857 Invesco BulletShares 2019 Corporate Bond ETF shares in Q4 2018, an estimated $18K.
  • Ballew Advisors first reported a position in Invesco BulletShares 2019 Corporate Bond ETF in Q1 2018 and held it in 3 quarters.
  • Ballew Advisors's Invesco BulletShares 2019 Corporate Bond ETF position peaked at $18K in Q3 2018.
  • 201 funds tracked by Wall St. Rank held Invesco BulletShares 2019 Corporate Bond ETF as of Q4 2018.

Based on Ballew Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.