Jackson Financial Management’s Invesco BulletShares 2018 Corporate Bond ETF BSCI Stock Holding History

Jackson Financial Management’s Portfolio BSCI Stock Details BSCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-15,330	Closed	-$324K	–	39
2018 Q3	$324K	Sell	15,330 -1,805	-11%	-$38.2K	0.26%	30
2018 Q2	$363K	Sell	17,135 -145	-0.8%	-$3.06K	0.32%	31
2018 Q1	$365K	Sell	17,280 -1,225	-7%	-$25.9K	0.34%	29
2017 Q4	$390K	Buy	+18,505	New	+$391K	0.36%	29

Jackson Financial Management's BSCI Position: Q4 2018 in Review

Jackson Financial Management sold out of Invesco BulletShares 2018 Corporate Bond ETF (BSCI) in Q4 2018, closing a stake of 15,330 shares — an estimated $324K sold.

Jackson Financial Management first reported a position in BSCI in Q4 2017 and held it in 4 quarters. The position peaked at $390K in Q4 2017. 1 fund tracked by Wall St. Rank holds BSCI as of Q4 2018.

Jackson Financial Management reported no remaining Invesco BulletShares 2018 Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
Jackson Financial Management sold 15,330 Invesco BulletShares 2018 Corporate Bond ETF shares in Q4 2018, an estimated $324K.
Jackson Financial Management first reported a position in Invesco BulletShares 2018 Corporate Bond ETF in Q4 2017 and held it in 4 quarters.
Jackson Financial Management's Invesco BulletShares 2018 Corporate Bond ETF position peaked at $390K in Q4 2017.
1 fund tracked by Wall St. Rank held Invesco BulletShares 2018 Corporate Bond ETF as of Q4 2018.

Based on Jackson Financial Management's 13F filing for Q4 2018, filed 7 Feb 2019.