Lowe Wealth Advisors’s Invesco BulletShares 2019 Corporate Bond ETF BSCJ Stock Holding History

Lowe Wealth Advisors’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
2018 Q3	–	Sell	-155	Closed	-$3K	–	320
2018 Q2	$3K	Hold	155	–	–	﹤0.01%	196
2018 Q1	$3K	Sell	155 -97,714	-100%	-$2.05M	﹤0.01%	202
2017 Q4	$2.06M	Sell	97,869 -332	-0.3%	-$7.03K	1.26%	15
2017 Q3	$2.09M	Buy	98,201 +219	+0.2%	+$4.66K	1.3%	17
2017 Q2	$2.08M	Buy	97,982 +4,428	+5%	+$94K	1.33%	17
2017 Q1	$1.99M	Buy	93,554 +1,832	+2%	+$38.8K	1.31%	15
2016 Q4	$1.94M	Buy	91,722 +421	+0.5%	+$8.94K	1.33%	15
2016 Q3	$1.95M	Buy	91,301 +1,982	+2%	+$42.4K	1.32%	16
2016 Q2	$1.91M	Buy	89,319 +3,757	+4%	+$80K	1.29%	17
2016 Q1	$1.82M	Buy	85,562 +8,072	+10%	+$169K	1.25%	16
2015 Q4	$1.62M	Buy	77,490 +17,911	+30%	+$377K	1.1%	19
2015 Q3	$1.26M	Buy	59,579 +4,749	+9%	+$100K	0.95%	20
2015 Q2	$1.16M	Buy	+54,830	New	+$1.16M	0.78%	21

Other funds holding BSCJ

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

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

MFWM

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

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

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

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

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

IWMA

Ironwood Wealth Management (Arizona) Chandler, Arizona $349M AUM 12.51% 1-Year Est. Return

VNA

Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Lowe Wealth Advisors's BSCJ Position: Q3 2018 in Review

Lowe Wealth Advisors sold out of Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) in Q3 2018, closing a stake of 155 shares — an estimated $3K sold.

Lowe Wealth Advisors first reported a position in BSCJ in Q2 2015 and held it in 13 quarters. The position peaked at $2.09M in Q3 2017. 164 funds tracked by Wall St. Rank hold BSCJ as of Q3 2018.

Lowe Wealth Advisors reported no remaining Invesco BulletShares 2019 Corporate Bond ETF position as of Q3 2018 after selling out during the quarter.
Lowe Wealth Advisors sold 155 Invesco BulletShares 2019 Corporate Bond ETF shares in Q3 2018, an estimated $3K.
Lowe Wealth Advisors first reported a position in Invesco BulletShares 2019 Corporate Bond ETF in Q2 2015 and held it in 13 quarters.
Lowe Wealth Advisors's Invesco BulletShares 2019 Corporate Bond ETF position peaked at $2.09M in Q3 2017.
164 funds tracked by Wall St. Rank held Invesco BulletShares 2019 Corporate Bond ETF as of Q3 2018.

Based on Lowe Wealth Advisors's 13F filing for Q3 2018, filed 30 Oct 2018.