HWA
BSCJ

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

HHM 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
2019
Q2 		– Sell
-12,136
Closed -$256K – 76
2019
Q1 		$256K Sell
12,136
-475
-4% -$10K 0.16% 53
2018
Q4 		$266K Buy
+12,611
New +$266K 0.19% 44

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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SFWC
Strategic Family Wealth Counselors Fairfield, New Jersey $381M AUM 21.36% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HHM Wealth Advisors's BSCJ Position: Q2 2019 in Review

HHM Wealth Advisors sold out of Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) in Q2 2019, closing a stake of 12,136 shares — an estimated $256K sold.

HHM Wealth Advisors first reported a position in BSCJ in Q4 2018 and held it in 2 quarters. The position peaked at $266K in Q4 2018. 194 funds tracked by Wall St. Rank hold BSCJ as of Q2 2019.

  • HHM Wealth Advisors reported no remaining Invesco BulletShares 2019 Corporate Bond ETF position as of Q2 2019 after selling out during the quarter.
  • HHM Wealth Advisors sold 12,136 Invesco BulletShares 2019 Corporate Bond ETF shares in Q2 2019, an estimated $256K.
  • HHM Wealth Advisors first reported a position in Invesco BulletShares 2019 Corporate Bond ETF in Q4 2018 and held it in 2 quarters.
  • HHM Wealth Advisors's Invesco BulletShares 2019 Corporate Bond ETF position peaked at $266K in Q4 2018.
  • 194 funds tracked by Wall St. Rank held Invesco BulletShares 2019 Corporate Bond ETF as of Q2 2019.

Based on HHM Wealth Advisors's 13F filing for Q2 2019, filed 13 Aug 2019.