LDFR
BSCJ

Lehman & Derafelo Financial Resources’s Invesco BulletShares 2019 Corporate Bond ETF BSCJ Stock Holding History

Lehman & Derafelo Financial Resources’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
2019
Q2 		– Sell
-7,196
Closed -$152K – 198
2019
Q1 		$152K Hold
7,196
– – 0.07% 97
2018
Q4 		$152K Buy
+7,196
New +$152K 0.08% 89

Other funds holding BSCJ

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SFWC
Strategic Family Wealth Counselors Fairfield, New Jersey $381M AUM 21.36% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lehman & Derafelo Financial Resources's BSCJ Position: Q2 2019 in Review

Lehman & Derafelo Financial Resources sold out of Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) in Q2 2019, closing a stake of 7,196 shares — an estimated $152K sold.

Lehman & Derafelo Financial Resources first reported a position in BSCJ in Q4 2018 and held it in 2 quarters. The position peaked at $152K in Q1 2019. 194 funds tracked by Wall St. Rank hold BSCJ as of Q2 2019.

  • Lehman & Derafelo Financial Resources reported no remaining Invesco BulletShares 2019 Corporate Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Lehman & Derafelo Financial Resources sold 7,196 Invesco BulletShares 2019 Corporate Bond ETF shares in Q2 2019, an estimated $152K.
  • Lehman & Derafelo Financial Resources first reported a position in Invesco BulletShares 2019 Corporate Bond ETF in Q4 2018 and held it in 2 quarters.
  • Lehman & Derafelo Financial Resources's Invesco BulletShares 2019 Corporate Bond ETF position peaked at $152K in Q1 2019.
  • 194 funds tracked by Wall St. Rank held Invesco BulletShares 2019 Corporate Bond ETF as of Q2 2019.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q2 2019, filed 14 Aug 2019.