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

Financial Gravity Companies’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
2018 Q4	$13K	Buy	+622	New	+$13.1K	0.01%	548
2018 Q1	$13K	Buy	+620	New	+$13K	0.01%	556

Other funds holding BSCJ

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

MFWM

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

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

VNA

Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return

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

IWMA

Ironwood Wealth Management (Arizona) Chandler, Arizona $349M AUM 12.51% 1-Year Est. Return

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

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

Financial Gravity Companies's BSCJ Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) in Q4 2018: 622 shares worth $13K. The stake represents 0.01% of the portfolio and ranks #548 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in BSCJ as recently as Q1 2018.

Financial Gravity Companies first reported a position in BSCJ in Q1 2018 and has held it in 2 quarters since. 201 funds tracked by Wall St. Rank hold BSCJ as of Q4 2018.

Financial Gravity Companies held 622 shares of Invesco BulletShares 2019 Corporate Bond ETF worth $13K as of Q4 2018.
Invesco BulletShares 2019 Corporate Bond ETF was a new Financial Gravity Companies position in Q4 2018.
Invesco BulletShares 2019 Corporate Bond ETF made up 0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #548 holding.
Financial Gravity Companies first reported a position in Invesco BulletShares 2019 Corporate Bond ETF in Q1 2018 and has held it in 2 quarters since.
201 funds tracked by Wall St. Rank held Invesco BulletShares 2019 Corporate Bond ETF as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.