MWPCG
BSCJ

Measured Wealth Private Client Group’s Invesco BulletShares 2019 Corporate Bond ETF BSCJ Stock Holding History

Measured Wealth Private Client Group’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
-6,320
Closed -$133K – 815
2018
Q3 		$133K Buy
+6,320
New +$133K 0.08% 194

Other funds holding BSCJ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return
EA
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Measured Wealth Private Client Group's BSCJ Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) in Q4 2018, closing a stake of 6,320 shares — an estimated $133K sold.

Measured Wealth Private Client Group first reported a position in BSCJ in Q3 2018 and held it in 1 quarter. The position peaked at $133K in Q3 2018. 201 funds tracked by Wall St. Rank hold BSCJ as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Invesco BulletShares 2019 Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 6,320 Invesco BulletShares 2019 Corporate Bond ETF shares in Q4 2018, an estimated $133K.
  • Measured Wealth Private Client Group first reported a position in Invesco BulletShares 2019 Corporate Bond ETF in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Invesco BulletShares 2019 Corporate Bond ETF position peaked at $133K in Q3 2018.
  • 201 funds tracked by Wall St. Rank held Invesco BulletShares 2019 Corporate Bond ETF as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.