KFS
BSCJ

KMS Financial Services’s Invesco BulletShares 2019 Corporate Bond ETF BSCJ Stock Holding History

KMS Financial Services’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
2014
Q3 		$391K Buy
18,627
+8,038
+76% +$170K 0.05% 314
2014
Q2 		$224K Buy
+10,589
New +$223K 0.03% 471

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return

KMS Financial Services's BSCJ Position: Q3 2014 in Review

KMS Financial Services increased its Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) stake by 76% in Q3 2014, buying an estimated $170K and bringing the position to 18,627 shares worth $391K. The position accounts for 0.05% of the portfolio, ranked #314.

KMS Financial Services first reported a position in BSCJ in Q2 2014 and has held it in 2 quarters since. 41 funds tracked by Wall St. Rank hold BSCJ as of Q3 2014.

  • KMS Financial Services held 18,627 shares of Invesco BulletShares 2019 Corporate Bond ETF worth $391K as of Q3 2014.
  • KMS Financial Services bought 8,038 Invesco BulletShares 2019 Corporate Bond ETF shares in Q3 2014, an estimated $170K.
  • Invesco BulletShares 2019 Corporate Bond ETF made up 0.05% of KMS Financial Services's portfolio in Q3 2014, its #314 holding.
  • KMS Financial Services first reported a position in Invesco BulletShares 2019 Corporate Bond ETF in Q2 2014 and has held it in 2 quarters since.
  • 41 funds tracked by Wall St. Rank held Invesco BulletShares 2019 Corporate Bond ETF as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.