CPA
BSCJ

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

Capital Planning 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
2017
Q2 		– Sell
-12,192
Closed -$259K – 149
2017
Q1 		$259K Buy
+12,192
New +$258K 0.13% 106

Other funds holding BSCJ

CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 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
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
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Capital Planning Advisors sold out of Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) in Q2 2017, closing a stake of 12,192 shares — an estimated $259K sold.

Capital Planning Advisors first reported a position in BSCJ in Q1 2017 and held it in 1 quarter. The position peaked at $259K in Q1 2017. 138 funds tracked by Wall St. Rank hold BSCJ as of Q2 2017.

  • Capital Planning Advisors reported no remaining Invesco BulletShares 2019 Corporate Bond ETF position as of Q2 2017 after selling out during the quarter.
  • Capital Planning Advisors sold 12,192 Invesco BulletShares 2019 Corporate Bond ETF shares in Q2 2017, an estimated $259K.
  • Capital Planning Advisors first reported a position in Invesco BulletShares 2019 Corporate Bond ETF in Q1 2017 and held it in 1 quarter.
  • Capital Planning Advisors's Invesco BulletShares 2019 Corporate Bond ETF position peaked at $259K in Q1 2017.
  • 138 funds tracked by Wall St. Rank held Invesco BulletShares 2019 Corporate Bond ETF as of Q2 2017.

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