Financial Gravity Asset Management’s Invesco BulletShares 2018 Corporate Bond ETF BSCI Stock Holding History

Financial Gravity Asset Management’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
2018 Q3	–	Sell	-954	Closed	-$20K	–	1722
2018 Q2	$20K	Buy	954 +337	+55%	+$7.12K	0.02%	475
2018 Q1	$13K	Buy	+617	New	+$13K	0.01%	557

Other funds holding BSCI

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

MFWM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FCB

First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

Financial Gravity Asset Management's BSCI Position: Q3 2018 in Review

Financial Gravity Asset Management sold out of Invesco BulletShares 2018 Corporate Bond ETF (BSCI) in Q3 2018, closing a stake of 954 shares — an estimated $20K sold.

Financial Gravity Asset Management first reported a position in BSCI in Q1 2018 and held it in 2 quarters. The position peaked at $20K in Q2 2018. 138 funds tracked by Wall St. Rank hold BSCI as of Q3 2018.

Financial Gravity Asset Management reported no remaining Invesco BulletShares 2018 Corporate Bond ETF position as of Q3 2018 after selling out during the quarter.
Financial Gravity Asset Management sold 954 Invesco BulletShares 2018 Corporate Bond ETF shares in Q3 2018, an estimated $20K.
Financial Gravity Asset Management first reported a position in Invesco BulletShares 2018 Corporate Bond ETF in Q1 2018 and held it in 2 quarters.
Financial Gravity Asset Management's Invesco BulletShares 2018 Corporate Bond ETF position peaked at $20K in Q2 2018.
138 funds tracked by Wall St. Rank held Invesco BulletShares 2018 Corporate Bond ETF as of Q3 2018.

Based on Financial Gravity Asset Management's 13F filing for Q3 2018, filed 31 Oct 2018.