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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-10,262
Closed -$217K 4066
2018
Q3
$217K Sell
10,262
-5,533
-35% -$117K 0.01% 1033
2018
Q2
$334K Buy
15,795
+363
+2% +$7.67K 0.01% 839
2018
Q1
$325K Hold
15,432
0.01% 791
2017
Q4
$325K Sell
15,432
-2,273
-13% -$48.1K 0.01% 791
2017
Q3
$375K Sell
17,705
-3,247
-15% -$68.8K 0.01% 815
2017
Q2
$445K Sell
20,952
-5,709
-21% -$121K 0.02% 727
2017
Q1
$566K Buy
26,661
+1,955
+8% +$41.5K 0.02% 621
2016
Q4
$523K Sell
24,706
-278
-1% -$5.9K 0.03% 601
2016
Q3
$533K Sell
24,984
-4,722
-16% -$101K 0.03% 543
2016
Q2
$635K Buy
+29,706
New +$631K 0.04% 473
2016
Q1
Sell
-58,194
Closed -$1.22M 3881
2015
Q4
$1.22M Buy
+58,194
New +$1.23M 0.08% 262

IFP Advisors's BSCI Position: Q4 2018 in Review

IFP Advisors sold out of Invesco BulletShares 2018 Corporate Bond ETF (BSCI) in Q4 2018, closing a stake of 10,262 shares — an estimated $217K sold.

IFP Advisors first reported a position in BSCI in Q4 2015 and held it in 11 quarters. The position peaked at $1.22M in Q4 2015. 1 fund tracked by Wall St. Rank holds BSCI as of Q4 2018.

  • IFP Advisors reported no remaining Invesco BulletShares 2018 Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
  • IFP Advisors sold 10,262 Invesco BulletShares 2018 Corporate Bond ETF shares in Q4 2018, an estimated $217K.
  • IFP Advisors first reported a position in Invesco BulletShares 2018 Corporate Bond ETF in Q4 2015 and held it in 11 quarters.
  • IFP Advisors's Invesco BulletShares 2018 Corporate Bond ETF position peaked at $1.22M in Q4 2015.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2018 Corporate Bond ETF as of Q4 2018.

Based on IFP Advisors's 13F filing for Q4 2018, filed 23 Jan 2019.