CPA
BSCI

Capital Planning Advisors’s Invesco BulletShares 2018 Corporate Bond ETF BSCI Stock Holding History

Capital Planning Advisors’s Portfolio BSCI Stock Details BSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-23,218
Closed -$493K – 150
2017
Q1 		$493K Buy
+23,218
New +$493K 0.24% 73

Other funds holding BSCI

CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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

Capital Planning Advisors's BSCI Position: Q2 2017 in Review

Capital Planning Advisors sold out of Invesco BulletShares 2018 Corporate Bond ETF (BSCI) in Q2 2017, closing a stake of 23,218 shares — an estimated $493K sold.

Capital Planning Advisors first reported a position in BSCI in Q1 2017 and held it in 1 quarter. The position peaked at $493K in Q1 2017. 149 funds tracked by Wall St. Rank hold BSCI as of Q2 2017.

  • Capital Planning Advisors reported no remaining Invesco BulletShares 2018 Corporate Bond ETF position as of Q2 2017 after selling out during the quarter.
  • Capital Planning Advisors sold 23,218 Invesco BulletShares 2018 Corporate Bond ETF shares in Q2 2017, an estimated $493K.
  • Capital Planning Advisors first reported a position in Invesco BulletShares 2018 Corporate Bond ETF in Q1 2017 and held it in 1 quarter.
  • Capital Planning Advisors's Invesco BulletShares 2018 Corporate Bond ETF position peaked at $493K in Q1 2017.
  • 149 funds tracked by Wall St. Rank held Invesco BulletShares 2018 Corporate Bond ETF as of Q2 2017.

Based on Capital Planning Advisors's 13F filing for Q2 2017, filed 8 Aug 2017.