FIM
BSCJ

Freedom Investment Management’s Invesco BulletShares 2019 Corporate Bond ETF BSCJ Stock Holding History

Freedom Investment 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
2018
Q3 		– Sell
-32,084
Closed -$674K – 999
2018
Q2 		$674K Sell
32,084
-1,673
-5% -$35.1K 0.04% 443
2018
Q1 		$708K Sell
33,757
-4,910
-13% -$103K 0.04% 489
2017
Q4 		$815K Sell
38,667
-21,266
-35% -$450K 0.04% 448
2017
Q3 		$1.27M Buy
59,933
+4,818
+9% +$102K 0.07% 255
2017
Q2 		$1.17M Sell
55,115
-18,697
-25% -$397K 0.07% 255
2017
Q1 		$1.57M Sell
73,812
-1,720
-2% -$36.5K 0.09% 177
2016
Q4 		$1.6M Sell
75,532
-10,098
-12% -$214K 0.1% 137
2016
Q3 		$1.83M Buy
85,630
+3,725
+5% +$79.7K 0.12% 108
2016
Q2 		$1.75M Buy
81,905
+1,446
+2% +$30.8K 0.12% 101
2016
Q1 		$1.71M Buy
80,459
+8,735
+12% +$183K 0.12% 103
2015
Q4 		$1.5M Sell
71,724
-6,288
-8% -$132K 0.11% 130
2015
Q3 		$7.66M Buy
78,012
+48,486
+164% +$1.02M 0.78% 12
2015
Q2 		$622K Buy
29,526
+4,794
+19% +$102K 0.06% 279
2015
Q1 		$526K Buy
+24,732
New +$524K 0.06% 285

Other funds holding BSCJ

CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 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
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return
IWMA
Ironwood Wealth Management (Arizona) Chandler, Arizona $451M AUM 13.94% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Freedom Investment Management's BSCJ Position: Q3 2018 in Review

Freedom Investment Management sold out of Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) in Q3 2018, closing a stake of 32,084 shares — an estimated $674K sold.

Freedom Investment Management first reported a position in BSCJ in Q1 2015 and held it in 14 quarters. The position peaked at $7.66M in Q3 2015. 164 funds tracked by Wall St. Rank hold BSCJ as of Q3 2018.

  • Freedom Investment Management reported no remaining Invesco BulletShares 2019 Corporate Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Freedom Investment Management sold 32,084 Invesco BulletShares 2019 Corporate Bond ETF shares in Q3 2018, an estimated $674K.
  • Freedom Investment Management first reported a position in Invesco BulletShares 2019 Corporate Bond ETF in Q1 2015 and held it in 14 quarters.
  • Freedom Investment Management's Invesco BulletShares 2019 Corporate Bond ETF position peaked at $7.66M in Q3 2015.
  • 164 funds tracked by Wall St. Rank held Invesco BulletShares 2019 Corporate Bond ETF as of Q3 2018.

Based on Freedom Investment Management's 13F filing for Q3 2018, filed 17 Oct 2018.