GVAG
BSCJ

Great Valley Advisor Group’s Invesco BulletShares 2019 Corporate Bond ETF BSCJ Stock Holding History

Great Valley Advisor Group’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
2019
Q1 		– Sell
-32,200
Closed -$700K – 319
2018
Q4 		$700K Buy
+32,200
New +$678K 0.26% 94

Other funds holding BSCJ

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
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
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SFWC
Strategic Family Wealth Counselors Fairfield, New Jersey $381M AUM 21.36% 1-Year Est. Return

Great Valley Advisor Group's BSCJ Position: Q1 2019 in Review

Great Valley Advisor Group sold out of Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) in Q1 2019, closing a stake of 32,200 shares — an estimated $700K sold.

Great Valley Advisor Group first reported a position in BSCJ in Q4 2018 and held it in 1 quarter. The position peaked at $700K in Q4 2018. 209 funds tracked by Wall St. Rank hold BSCJ as of Q1 2019.

  • Great Valley Advisor Group reported no remaining Invesco BulletShares 2019 Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Great Valley Advisor Group sold 32,200 Invesco BulletShares 2019 Corporate Bond ETF shares in Q1 2019, an estimated $700K.
  • Great Valley Advisor Group first reported a position in Invesco BulletShares 2019 Corporate Bond ETF in Q4 2018 and held it in 1 quarter.
  • Great Valley Advisor Group's Invesco BulletShares 2019 Corporate Bond ETF position peaked at $700K in Q4 2018.
  • 209 funds tracked by Wall St. Rank held Invesco BulletShares 2019 Corporate Bond ETF as of Q1 2019.

Based on Great Valley Advisor Group's 13F filing for Q1 2019, filed 26 Apr 2019.