Frontier Wealth Management’s Invesco BulletShares 2019 Corporate Bond ETF BSCJ Stock Holding History

Frontier Wealth 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 Q2	–	Sell	-63,303	Closed	-$1.33M	–	430
2018 Q1	$1.33M	Buy	63,303 +11,644	+23%	+$245K	0.19%	128
2017 Q4	$1.09M	Sell	51,659 -4,600	-8%	-$97.4K	0.17%	134
2017 Q3	$1.2M	Buy	56,259 +21,913	+64%	+$466K	0.17%	141
2017 Q2	$730K	Sell	34,346 -558	-2%	-$11.8K	0.11%	180
2017 Q1	$741K	Sell	34,904 -773	-2%	-$16.4K	0.11%	179
2016 Q4	$754K	Buy	35,677 +5,388	+18%	+$114K	0.12%	178
2016 Q3	$648K	Buy	30,289 +11,841	+64%	+$254K	0.1%	179
2016 Q2	$395K	Hold	18,448	–	–	0.06%	233
2016 Q1	$391K	Buy	+18,448	New	+$386K	0.03%	223

Other funds holding BSCJ

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 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

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

VNA

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

FCB

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

Frontier Wealth Management's BSCJ Position: Q2 2018 in Review

Frontier Wealth Management sold out of Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) in Q2 2018, closing a stake of 63,303 shares — an estimated $1.33M sold.

Frontier Wealth Management first reported a position in BSCJ in Q1 2016 and held it in 9 quarters. The position peaked at $1.33M in Q1 2018. 164 funds tracked by Wall St. Rank hold BSCJ as of Q2 2018.

Frontier Wealth Management reported no remaining Invesco BulletShares 2019 Corporate Bond ETF position as of Q2 2018 after selling out during the quarter.
Frontier Wealth Management sold 63,303 Invesco BulletShares 2019 Corporate Bond ETF shares in Q2 2018, an estimated $1.33M.
Frontier Wealth Management first reported a position in Invesco BulletShares 2019 Corporate Bond ETF in Q1 2016 and held it in 9 quarters.
Frontier Wealth Management's Invesco BulletShares 2019 Corporate Bond ETF position peaked at $1.33M in Q1 2018.
164 funds tracked by Wall St. Rank held Invesco BulletShares 2019 Corporate Bond ETF as of Q2 2018.

Based on Frontier Wealth Management's 13F filing for Q2 2018, filed 14 Aug 2018.