Creative Planning
BSCI

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

Creative Planning’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
Q1 		– Sell
-224
Closed -$5K – 5050
2016
Q4 		$5K Buy
+224
New +$4.75K ﹤0.01% 4007
2015
Q2 		– Sell
-117
Closed -$2K – 3584
2015
Q1 		$2K Buy
+117
New +$2.48K ﹤0.01% 3951

Other funds holding BSCI

CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 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
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
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
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning's BSCI Position: Q1 2017 in Review

Creative Planning sold out of Invesco BulletShares 2018 Corporate Bond ETF (BSCI) in Q1 2017, closing a stake of 224 shares — an estimated $5K sold.

Creative Planning first reported a position in BSCI in Q1 2015 and held it in 2 quarters. The position peaked at $5K in Q4 2016. 147 funds tracked by Wall St. Rank hold BSCI as of Q1 2017.

  • Creative Planning reported no remaining Invesco BulletShares 2018 Corporate Bond ETF position as of Q1 2017 after selling out during the quarter.
  • Creative Planning sold 224 Invesco BulletShares 2018 Corporate Bond ETF shares in Q1 2017, an estimated $5K.
  • Creative Planning first reported a position in Invesco BulletShares 2018 Corporate Bond ETF in Q1 2015 and held it in 2 quarters.
  • Creative Planning's Invesco BulletShares 2018 Corporate Bond ETF position peaked at $5K in Q4 2016.
  • 147 funds tracked by Wall St. Rank held Invesco BulletShares 2018 Corporate Bond ETF as of Q1 2017.

Based on Creative Planning's 13F filing for Q1 2017, filed 7 Apr 2017.