Madison Investment Holdings’s Invesco BulletShares 2019 Corporate Bond ETF BSCJ Stock Holding History

Madison Investment Holdings’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 Q4	–	Sell	-109,069	Closed	-$2.3M	–	268
2018 Q3	$2.3M	Buy	109,069 +1,329	+1%	+$28K	0.04%	185
2018 Q2	$2.26M	Buy	+107,740	New	+$2.26M	0.04%	188
2018 Q1	–	Sell	-104,901	Closed	-$2.21M	–	266
2017 Q4	$2.21M	Buy	104,901 +335	+0.3%	+$7.09K	0.04%	193
2017 Q3	$2.22M	Sell	104,566 -1,417	-1%	-$30.1K	0.04%	199
2017 Q2	$2.25M	Buy	105,983 +18,246	+21%	+$387K	0.04%	191
2017 Q1	$1.86M	Buy	87,737 +14,509	+20%	+$308K	0.03%	187
2016 Q4	$1.55M	Buy	73,228 +20,280	+38%	+$431K	0.03%	196
2016 Q3	$1.13M	Buy	52,948 +6,015	+13%	+$129K	0.02%	194
2016 Q2	$1.01M	Buy	46,933 +12,594	+37%	+$268K	0.02%	197
2016 Q1	$729K	Buy	34,339 +12,603	+58%	+$264K	0.02%	192
2015 Q4	$453K	Buy	21,736 +4,801	+28%	+$101K	0.01%	201
2015 Q3	$358K	Buy	16,935 +1,694	+11%	+$35.7K	0.01%	211
2015 Q2	$321K	Buy	+15,241	New	+$323K	0.01%	217

Other funds holding BSCJ

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

VNA

Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return

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

IWMA

Ironwood Wealth Management (Arizona) Chandler, Arizona $451M AUM 13.94% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Madison Investment Holdings's BSCJ Position: Q4 2018 in Review

Madison Investment Holdings sold out of Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) in Q4 2018, closing a stake of 109,069 shares — an estimated $2.3M sold.

Madison Investment Holdings first reported a position in BSCJ in Q2 2015 and held it in 13 quarters. The position peaked at $2.3M in Q3 2018. 201 funds tracked by Wall St. Rank hold BSCJ as of Q4 2018.

Madison Investment Holdings reported no remaining Invesco BulletShares 2019 Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
Madison Investment Holdings sold 109,069 Invesco BulletShares 2019 Corporate Bond ETF shares in Q4 2018, an estimated $2.3M.
Madison Investment Holdings first reported a position in Invesco BulletShares 2019 Corporate Bond ETF in Q2 2015 and held it in 13 quarters.
Madison Investment Holdings's Invesco BulletShares 2019 Corporate Bond ETF position peaked at $2.3M in Q3 2018.
201 funds tracked by Wall St. Rank held Invesco BulletShares 2019 Corporate Bond ETF as of Q4 2018.

Based on Madison Investment Holdings's 13F filing for Q4 2018, filed 8 Feb 2019.