MWM
BSCJ

Marietta Wealth Management’s Invesco BulletShares 2019 Corporate Bond ETF BSCJ Stock Holding History

Marietta Wealth Management’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
Q4 		– Sell
-97,598
Closed -$2.06M – 117
2019
Q3 		$2.06M Sell
97,598
-169,869
-64% -$3.58M 0.75% 65
2019
Q2 		$5.64M Buy
267,467
+12,104
+5% +$255K 2.2% 9
2019
Q1 		$5.38M Buy
255,363
+53,186
+26% +$1.12M 2.21% 9
2018
Q4 		$4.26M Buy
202,177
+95,470
+89% +$2.01M 2.04% 8
2018
Q3 		$2.25M Buy
106,707
+55,289
+108% +$1.16M 0.99% 40
2018
Q2 		$1.08M Buy
51,418
+28,383
+123% +$596K 0.53% 66
2018
Q1 		$483K Buy
+23,035
New +$484K 0.25% 91

Marietta Wealth Management's BSCJ Position: Q4 2019 in Review

Marietta Wealth Management sold out of Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) in Q4 2019, closing a stake of 97,598 shares — an estimated $2.06M sold.

Marietta Wealth Management first reported a position in BSCJ in Q1 2018 and held it in 7 quarters. The position peaked at $5.64M in Q2 2019. 0 funds tracked by Wall St. Rank hold BSCJ as of Q4 2019.

  • Marietta Wealth Management reported no remaining Invesco BulletShares 2019 Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Marietta Wealth Management sold 97,598 Invesco BulletShares 2019 Corporate Bond ETF shares in Q4 2019, an estimated $2.06M.
  • Marietta Wealth Management first reported a position in Invesco BulletShares 2019 Corporate Bond ETF in Q1 2018 and held it in 7 quarters.
  • Marietta Wealth Management's Invesco BulletShares 2019 Corporate Bond ETF position peaked at $5.64M in Q2 2019.
  • 0 funds tracked by Wall St. Rank held Invesco BulletShares 2019 Corporate Bond ETF as of Q4 2019.

Based on Marietta Wealth Management's 13F filing for Q4 2019, filed 7 Feb 2020.