GWA
BSCG

Genesis Wealth Advisors’s Guggenheim BulletShares 2016 Corporate Bond ETF BSCG Stock Holding History

Genesis Wealth Advisors’s Portfolio BSCG Stock Details BSCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		$55.5K Buy
2,499
+1
+0% +$22 0.05% 165
2015
Q1 		$55.6K Buy
2,498
+1
+0% +$22 0.05% 185
2014
Q4 		$55.3K Buy
+2,497
New +$55.5K 0.04% 200

Other funds holding BSCG

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

Genesis Wealth Advisors's BSCG Position: Q2 2015 in Review

Genesis Wealth Advisors increased its Guggenheim BulletShares 2016 Corporate Bond ETF (BSCG) stake by 0.04% in Q2 2015, buying an estimated $22 and bringing the position to 2,499 shares worth $55.5K. The position accounts for 0.05% of the portfolio, ranked #165.

Genesis Wealth Advisors first reported a position in BSCG in Q4 2014 and has held it in 3 quarters since. The position peaked at $55.6K in Q1 2015. 101 funds tracked by Wall St. Rank hold BSCG as of Q2 2015.

  • Genesis Wealth Advisors held 2,499 shares of Guggenheim BulletShares 2016 Corporate Bond ETF worth $55.5K as of Q2 2015.
  • Genesis Wealth Advisors bought 1 Guggenheim BulletShares 2016 Corporate Bond ETF share in Q2 2015, an estimated $22.
  • Guggenheim BulletShares 2016 Corporate Bond ETF made up 0.05% of Genesis Wealth Advisors's portfolio in Q2 2015, its #165 holding.
  • Genesis Wealth Advisors first reported a position in Guggenheim BulletShares 2016 Corporate Bond ETF in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's Guggenheim BulletShares 2016 Corporate Bond ETF position peaked at $55.6K in Q1 2015.
  • 101 funds tracked by Wall St. Rank held Guggenheim BulletShares 2016 Corporate Bond ETF as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.