GWA
BSCJ

Genesis Wealth Advisors’s Invesco BulletShares 2019 Corporate Bond ETF BSCJ Stock Holding History

Genesis Wealth Advisors’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
2015
Q2 		$3.27M Buy
155,041
+33,645
+28% +$713K 2.65% 11
2015
Q1 		$2.58M Buy
+121,396
New +$2.57M 2.15% 13

Other funds holding BSCJ

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
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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FAG
Financial Advisory Group Houston, Texas $567M AUM 19.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

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

Genesis Wealth Advisors increased its Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) stake by 28% in Q2 2015, buying an estimated $713K and bringing the position to 155,041 shares worth $3.27M. The position accounts for 2.65% of the portfolio, ranked #11.

Genesis Wealth Advisors first reported a position in BSCJ in Q1 2015 and has held it in 2 quarters since. 67 funds tracked by Wall St. Rank hold BSCJ as of Q2 2015.

  • Genesis Wealth Advisors held 155,041 shares of Invesco BulletShares 2019 Corporate Bond ETF worth $3.27M as of Q2 2015.
  • Genesis Wealth Advisors bought 33,645 Invesco BulletShares 2019 Corporate Bond ETF shares in Q2 2015, an estimated $713K.
  • Invesco BulletShares 2019 Corporate Bond ETF made up 2.65% of Genesis Wealth Advisors's portfolio in Q2 2015, its #11 holding.
  • Genesis Wealth Advisors first reported a position in Invesco BulletShares 2019 Corporate Bond ETF in Q1 2015 and has held it in 2 quarters since.
  • 67 funds tracked by Wall St. Rank held Invesco BulletShares 2019 Corporate Bond ETF as of Q2 2015.

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