FGC
BSCL

Financial Gravity Companies’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

Financial Gravity Companies’s Portfolio BSCL Stock Details BSCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$13K Buy
+633
New +$13.1K 0.01% 547
2018
Q1 		$13K Buy
+621
New +$13K 0.01% 555

Other funds holding BSCL

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
Wells Fargo
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
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return

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

Financial Gravity Companies opened a new position in Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q4 2018: 633 shares worth $13K. The stake represents 0.01% of the portfolio and ranks #547 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in BSCL as recently as Q1 2018.

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

  • Financial Gravity Companies held 633 shares of Invesco BulletShares 2021 Corporate Bond ETF worth $13K as of Q4 2018.
  • Invesco BulletShares 2021 Corporate Bond ETF was a new Financial Gravity Companies position in Q4 2018.
  • Invesco BulletShares 2021 Corporate Bond ETF made up 0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #547 holding.
  • Financial Gravity Companies first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q1 2018 and has held it in 2 quarters since.
  • 201 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q4 2018.

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