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

Castleview Partners’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 Q1	$1.41M	Buy	+67,164	New	+$1.41M	1.16%	21

Other funds holding BSCJ

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

VNA

Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Castleview Partners's BSCJ Position: Q1 2018 in Review

Castleview Partners opened a new position in Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) in Q1 2018: 67,164 shares worth $1.41M. The stake represents 1.16% of the portfolio and ranks #21 among its holdings.

139 funds tracked by Wall St. Rank hold BSCJ as of Q1 2018.

Castleview Partners held 67,164 shares of Invesco BulletShares 2019 Corporate Bond ETF worth $1.41M as of Q1 2018.
Invesco BulletShares 2019 Corporate Bond ETF was a new Castleview Partners position in Q1 2018.
Invesco BulletShares 2019 Corporate Bond ETF made up 1.16% of Castleview Partners's portfolio in Q1 2018, its #21 holding.
139 funds tracked by Wall St. Rank held Invesco BulletShares 2019 Corporate Bond ETF as of Q1 2018.

Based on Castleview Partners's 13F filing for Q1 2018, filed 7 May 2018.