BW
BSCJ

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

Bison Wealth’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
Q3 		– Sell
-41,551
Closed -$872K – 274
2015
Q2 		$872K Sell
41,551
-479
-1% -$10.1K 0.51% 59
2015
Q1 		$895K Buy
+42,030
New +$890K 0.54% 50

Other funds holding BSCJ

MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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
FAG
Financial Advisory Group Houston, Texas $567M AUM 19.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bison Wealth's BSCJ Position: Q3 2015 in Review

Bison Wealth sold out of Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) in Q3 2015, closing a stake of 41,551 shares — an estimated $872K sold.

Bison Wealth first reported a position in BSCJ in Q1 2015 and held it in 2 quarters. The position peaked at $895K in Q1 2015. 73 funds tracked by Wall St. Rank hold BSCJ as of Q3 2015.

  • Bison Wealth reported no remaining Invesco BulletShares 2019 Corporate Bond ETF position as of Q3 2015 after selling out during the quarter.
  • Bison Wealth sold 41,551 Invesco BulletShares 2019 Corporate Bond ETF shares in Q3 2015, an estimated $872K.
  • Bison Wealth first reported a position in Invesco BulletShares 2019 Corporate Bond ETF in Q1 2015 and held it in 2 quarters.
  • Bison Wealth's Invesco BulletShares 2019 Corporate Bond ETF position peaked at $895K in Q1 2015.
  • 73 funds tracked by Wall St. Rank held Invesco BulletShares 2019 Corporate Bond ETF as of Q3 2015.

Based on Bison Wealth's 13F filing for Q3 2015, filed 5 Nov 2015.