IAA
BSCJ

Independent Advisor Alliance’s Invesco BulletShares 2019 Corporate Bond ETF BSCJ Stock Holding History

Independent Advisor Alliance’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
2017
Q2 		– Sell
-18,801
Closed -$399K – 432
2017
Q1 		$399K Buy
+18,801
New +$399K 0.06% 255

Other funds holding BSCJ

CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Independent Advisor Alliance's BSCJ Position: Q2 2017 in Review

Independent Advisor Alliance sold out of Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) in Q2 2017, closing a stake of 18,801 shares — an estimated $399K sold.

Independent Advisor Alliance first reported a position in BSCJ in Q1 2017 and held it in 1 quarter. The position peaked at $399K in Q1 2017. 138 funds tracked by Wall St. Rank hold BSCJ as of Q2 2017.

  • Independent Advisor Alliance reported no remaining Invesco BulletShares 2019 Corporate Bond ETF position as of Q2 2017 after selling out during the quarter.
  • Independent Advisor Alliance sold 18,801 Invesco BulletShares 2019 Corporate Bond ETF shares in Q2 2017, an estimated $399K.
  • Independent Advisor Alliance first reported a position in Invesco BulletShares 2019 Corporate Bond ETF in Q1 2017 and held it in 1 quarter.
  • Independent Advisor Alliance's Invesco BulletShares 2019 Corporate Bond ETF position peaked at $399K in Q1 2017.
  • 138 funds tracked by Wall St. Rank held Invesco BulletShares 2019 Corporate Bond ETF as of Q2 2017.

Based on Independent Advisor Alliance's 13F filing for Q2 2017, filed 14 Aug 2017.