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

JNBA Financial Advisors’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 Q3	–	Sell	-306	Closed	-$6K	–	771
2018 Q2	$6K	Buy	+306	New	+$6.47K	﹤0.01%	447
2017 Q2	–	Sell	-850	Closed	-$18K	–	473
2017 Q1	$18K	Hold	850	–	–	﹤0.01%	309
2016 Q4	$18K	Buy	+850	New	+$18K	﹤0.01%	315
2016 Q3	–	Sell	-850	Closed	-$18K	–	1713
2016 Q2	$18K	Hold	850	–	–	0.01%	302
2016 Q1	$18K	Hold	850	–	–	0.01%	300
2015 Q4	$18K	Hold	850	–	–	0.01%	297
2015 Q3	$18K	Hold	850	–	–	0.01%	292
2015 Q2	$18K	Hold	850	–	–	0.01%	296
2015 Q1	$18K	Hold	850	–	–	0.01%	304
2014 Q4	$18K	Hold	850	–	–	0.01%	301
2014 Q3	$18K	Hold	850	–	–	0.01%	303
2014 Q2	$18K	Hold	850	–	–	0.01%	286
2014 Q1	$18K	Buy	+850	New	+$17.9K	0.01%	266

Other funds holding BSCI

Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

FCB

First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

JNBA Financial Advisors's BSCI Position: Q3 2018 in Review

JNBA Financial Advisors sold out of Invesco BulletShares 2018 Corporate Bond ETF (BSCI) in Q3 2018, closing a stake of 306 shares — an estimated $6K sold.

JNBA Financial Advisors first reported a position in BSCI in Q1 2014 and held it in 13 quarters. The position peaked at $18K in Q1 2017. 138 funds tracked by Wall St. Rank hold BSCI as of Q3 2018.

JNBA Financial Advisors reported no remaining Invesco BulletShares 2018 Corporate Bond ETF position as of Q3 2018 after selling out during the quarter.
JNBA Financial Advisors sold 306 Invesco BulletShares 2018 Corporate Bond ETF shares in Q3 2018, an estimated $6K.
JNBA Financial Advisors first reported a position in Invesco BulletShares 2018 Corporate Bond ETF in Q1 2014 and held it in 13 quarters.
JNBA Financial Advisors's Invesco BulletShares 2018 Corporate Bond ETF position peaked at $18K in Q1 2017.
138 funds tracked by Wall St. Rank held Invesco BulletShares 2018 Corporate Bond ETF as of Q3 2018.

Based on JNBA Financial Advisors's 13F filing for Q3 2018, filed 1 Nov 2018.