Creative Planning
BSCJ

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

Creative Planning’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
Q1 		– Sell
-226
Closed -$5K – 5033
2016
Q4 		$5K Buy
+226
New +$4.8K ﹤0.01% 4004
2015
Q4 		– Sell
-3,546
Closed -$75K – 4682
2015
Q3 		$75K Buy
+3,546
New +$74.7K ﹤0.01% 1766

Other funds holding BSCJ

CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

Creative Planning's BSCJ Position: Q1 2017 in Review

Creative Planning sold out of Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) in Q1 2017, closing a stake of 226 shares — an estimated $5K sold.

Creative Planning first reported a position in BSCJ in Q3 2015 and held it in 2 quarters. The position peaked at $75K in Q3 2015. 135 funds tracked by Wall St. Rank hold BSCJ as of Q1 2017.

  • Creative Planning reported no remaining Invesco BulletShares 2019 Corporate Bond ETF position as of Q1 2017 after selling out during the quarter.
  • Creative Planning sold 226 Invesco BulletShares 2019 Corporate Bond ETF shares in Q1 2017, an estimated $5K.
  • Creative Planning first reported a position in Invesco BulletShares 2019 Corporate Bond ETF in Q3 2015 and held it in 2 quarters.
  • Creative Planning's Invesco BulletShares 2019 Corporate Bond ETF position peaked at $75K in Q3 2015.
  • 135 funds tracked by Wall St. Rank held Invesco BulletShares 2019 Corporate Bond ETF as of Q1 2017.

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