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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
Sell
-216,655
Closed -$4.57M 133
2019
Q3
$4.57M Buy
216,655
+16,350
+8% +$345K 3.08% 5
2019
Q2
$4.22M Buy
200,305
+16,475
+9% +$348K 2.86% 5
2019
Q1
$3.87M Buy
+183,830
New +$3.87M 2.81% 5

Lantz Financial's BSCJ Position: Q4 2019 in Review

Lantz Financial sold out of Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) in Q4 2019, closing a stake of 216,655 shares — an estimated $4.57M sold.

Lantz Financial first reported a position in BSCJ in Q1 2019 and held it in 3 quarters. The position peaked at $4.57M in Q3 2019. 0 funds tracked by Wall St. Rank hold BSCJ as of Q4 2019.

  • Lantz Financial reported no remaining Invesco BulletShares 2019 Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Lantz Financial sold 216,655 Invesco BulletShares 2019 Corporate Bond ETF shares in Q4 2019, an estimated $4.57M.
  • Lantz Financial first reported a position in Invesco BulletShares 2019 Corporate Bond ETF in Q1 2019 and held it in 3 quarters.
  • Lantz Financial's Invesco BulletShares 2019 Corporate Bond ETF position peaked at $4.57M in Q3 2019.
  • 0 funds tracked by Wall St. Rank held Invesco BulletShares 2019 Corporate Bond ETF as of Q4 2019.

Based on Lantz Financial's 13F filing for Q4 2019, filed 17 Jan 2020.