Financial Gravity Asset Management’s Invesco BulletShares 2019 Corporate Bond ETF BSCJ Stock Holding History

Financial Gravity Asset Management’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 Q3	–	Sell	-569	Closed	-$12K	–	1698
2019 Q2	$12K	Sell	569 -62	-10%	-$1.31K	0.01%	569
2019 Q1	$13K	Buy	+631	New	+$13.3K	0.01%	519
2018 Q3	$13K	Sell	622 -336	-35%	-$7.07K	0.01%	539
2018 Q2	$20K	Buy	958 +338	+55%	+$7.1K	0.02%	474
2018 Q1	$13K	Buy	+620	New	+$13K	0.01%	556

Other funds holding BSCJ

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

SFWC

Strategic Family Wealth Counselors Fairfield, New Jersey $381M AUM 21.36% 1-Year Est. Return

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

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

MFWM

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

ADL

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

Financial Gravity Asset Management's BSCJ Position: Q3 2019 in Review

Financial Gravity Asset Management sold out of Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) in Q3 2019, closing a stake of 569 shares — an estimated $12K sold.

Financial Gravity Asset Management first reported a position in BSCJ in Q1 2018 and held it in 5 quarters. The position peaked at $20K in Q2 2018. 186 funds tracked by Wall St. Rank hold BSCJ as of Q3 2019.

Financial Gravity Asset Management reported no remaining Invesco BulletShares 2019 Corporate Bond ETF position as of Q3 2019 after selling out during the quarter.
Financial Gravity Asset Management sold 569 Invesco BulletShares 2019 Corporate Bond ETF shares in Q3 2019, an estimated $12K.
Financial Gravity Asset Management first reported a position in Invesco BulletShares 2019 Corporate Bond ETF in Q1 2018 and held it in 5 quarters.
Financial Gravity Asset Management's Invesco BulletShares 2019 Corporate Bond ETF position peaked at $20K in Q2 2018.
186 funds tracked by Wall St. Rank held Invesco BulletShares 2019 Corporate Bond ETF as of Q3 2019.

Based on Financial Gravity Asset Management's 13F filing for Q3 2019, filed 15 Oct 2019.