GWA
BSCI

Genesis Wealth Advisors’s Invesco BulletShares 2018 Corporate Bond ETF BSCI Stock Holding History

Genesis Wealth Advisors’s Portfolio BSCI Stock Details BSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		$9.69M Buy
455,631
+22,659
+5% +$482K 7.87% 2
2015
Q1 		$9.24M Buy
432,972
+10,750
+3% +$228K 7.68% 2
2014
Q4 		$8.99M Buy
+422,222
New +$8.94M 7.13% 2

Other funds holding BSCI

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Genesis Wealth Advisors increased its Invesco BulletShares 2018 Corporate Bond ETF (BSCI) stake by 5.2% in Q2 2015, buying an estimated $482K and bringing the position to 455,631 shares worth $9.69M. The position accounts for 7.87% of the portfolio, ranked #2.

Genesis Wealth Advisors first reported a position in BSCI in Q4 2014 and has held it in 3 quarters since. 86 funds tracked by Wall St. Rank hold BSCI as of Q2 2015.

  • Genesis Wealth Advisors held 455,631 shares of Invesco BulletShares 2018 Corporate Bond ETF worth $9.69M as of Q2 2015.
  • Genesis Wealth Advisors bought 22,659 Invesco BulletShares 2018 Corporate Bond ETF shares in Q2 2015, an estimated $482K.
  • Invesco BulletShares 2018 Corporate Bond ETF made up 7.87% of Genesis Wealth Advisors's portfolio in Q2 2015, its #2 holding.
  • Genesis Wealth Advisors first reported a position in Invesco BulletShares 2018 Corporate Bond ETF in Q4 2014 and has held it in 3 quarters since.
  • 86 funds tracked by Wall St. Rank held Invesco BulletShares 2018 Corporate Bond ETF as of Q2 2015.

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