LWA
BSCI

Lowe Wealth Advisors’s Invesco BulletShares 2018 Corporate Bond ETF BSCI Stock Holding History

Lowe Wealth 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
Q1 		– Sell
-34,633
Closed -$730K – 279
2017
Q4 		$730K Sell
34,633
-102,047
-75% -$2.16M 0.44% 24
2017
Q3 		$2.9M Buy
136,680
+798
+0.6% +$16.9K 1.81% 14
2017
Q2 		$2.89M Buy
135,882
+1,178
+0.9% +$25K 1.84% 14
2017
Q1 		$2.86M Sell
134,704
-4,091
-3% -$86.8K 1.88% 13
2016
Q4 		$2.94M Sell
138,795
-1,057
-0.8% -$22.4K 2.01% 13
2016
Q3 		$2.98M Sell
139,852
-1,142
-0.8% -$24.4K 2.02% 14
2016
Q2 		$3.01M Buy
140,994
+3,179
+2% +$67.6K 2.02% 14
2016
Q1 		$2.91M Buy
137,815
+5,548
+4% +$117K 2% 14
2015
Q4 		$2.78M Buy
132,267
+19,283
+17% +$408K 1.89% 13
2015
Q3 		$2.4M Buy
112,984
+5,605
+5% +$119K 1.81% 15
2015
Q2 		$2.28M Buy
107,379
+39,384
+58% +$839K 1.55% 16
2015
Q1 		$1.45M Buy
+67,995
New +$1.44M 0.99% 20

Other funds holding BSCI

EA
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Lowe Wealth Advisors's BSCI Position: Q1 2018 in Review

Lowe Wealth Advisors sold out of Invesco BulletShares 2018 Corporate Bond ETF (BSCI) in Q1 2018, closing a stake of 34,633 shares — an estimated $730K sold.

Lowe Wealth Advisors first reported a position in BSCI in Q1 2015 and held it in 12 quarters. The position peaked at $3.01M in Q2 2016. 120 funds tracked by Wall St. Rank hold BSCI as of Q1 2018.

  • Lowe Wealth Advisors reported no remaining Invesco BulletShares 2018 Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Lowe Wealth Advisors sold 34,633 Invesco BulletShares 2018 Corporate Bond ETF shares in Q1 2018, an estimated $730K.
  • Lowe Wealth Advisors first reported a position in Invesco BulletShares 2018 Corporate Bond ETF in Q1 2015 and held it in 12 quarters.
  • Lowe Wealth Advisors's Invesco BulletShares 2018 Corporate Bond ETF position peaked at $3.01M in Q2 2016.
  • 120 funds tracked by Wall St. Rank held Invesco BulletShares 2018 Corporate Bond ETF as of Q1 2018.

Based on Lowe Wealth Advisors's 13F filing for Q1 2018, filed 6 Apr 2018.