CWS
BSCJ

Cypress Wealth Services’s Invesco BulletShares 2019 Corporate Bond ETF BSCJ Stock Holding History

Cypress Wealth Services’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
2019
Q2 		– Sell
-17,810
Closed -$375K – 273
2019
Q1 		$375K Buy
+17,810
New +$375K 0.12% 151

Other funds holding BSCJ

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BCM
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MFWM
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SFWC
Strategic Family Wealth Counselors Fairfield, New Jersey $430M AUM 17.41% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cypress Wealth Services's BSCJ Position: Q2 2019 in Review

Cypress Wealth Services sold out of Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) in Q2 2019, closing a stake of 17,810 shares — an estimated $375K sold.

Cypress Wealth Services first reported a position in BSCJ in Q1 2019 and held it in 1 quarter. The position peaked at $375K in Q1 2019. 194 funds tracked by Wall St. Rank hold BSCJ as of Q2 2019.

  • Cypress Wealth Services reported no remaining Invesco BulletShares 2019 Corporate Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Cypress Wealth Services sold 17,810 Invesco BulletShares 2019 Corporate Bond ETF shares in Q2 2019, an estimated $375K.
  • Cypress Wealth Services first reported a position in Invesco BulletShares 2019 Corporate Bond ETF in Q1 2019 and held it in 1 quarter.
  • Cypress Wealth Services's Invesco BulletShares 2019 Corporate Bond ETF position peaked at $375K in Q1 2019.
  • 194 funds tracked by Wall St. Rank held Invesco BulletShares 2019 Corporate Bond ETF as of Q2 2019.

Based on Cypress Wealth Services's 13F filing for Q2 2019, filed 24 Jul 2019.