Mid Atlantic Financial Management’s Invesco BulletShares 2019 Corporate Bond ETF BSCJ Stock Holding History

Mid Atlantic Financial 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 Q3	–	Sell	-10,058	Closed	-$212K	–	783
2019 Q2	$212K	Sell	10,058 -191,211	-95%	-$4.03M	0.02%	624
2019 Q1	$4.24M	Buy	201,269 +20,350	+11%	+$429K	0.46%	40
2018 Q4	$3.81M	Buy	+180,919	New	+$3.81M	0.47%	44

Other funds holding BSCJ

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

SFWC

Strategic Family Wealth Counselors Fairfield, New Jersey $381M AUM 21.36% 1-Year Est. Return

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

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

MFWM

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

ADL

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

Mid Atlantic Financial Management's BSCJ Position: Q3 2019 in Review

Mid Atlantic Financial Management sold out of Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) in Q3 2019, closing a stake of 10,058 shares — an estimated $212K sold.

Mid Atlantic Financial Management first reported a position in BSCJ in Q4 2018 and held it in 3 quarters. The position peaked at $4.24M in Q1 2019. 186 funds tracked by Wall St. Rank hold BSCJ as of Q3 2019.

Mid Atlantic Financial Management reported no remaining Invesco BulletShares 2019 Corporate Bond ETF position as of Q3 2019 after selling out during the quarter.
Mid Atlantic Financial Management sold 10,058 Invesco BulletShares 2019 Corporate Bond ETF shares in Q3 2019, an estimated $212K.
Mid Atlantic Financial Management first reported a position in Invesco BulletShares 2019 Corporate Bond ETF in Q4 2018 and held it in 3 quarters.
Mid Atlantic Financial Management's Invesco BulletShares 2019 Corporate Bond ETF position peaked at $4.24M in Q1 2019.
186 funds tracked by Wall St. Rank held Invesco BulletShares 2019 Corporate Bond ETF as of Q3 2019.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2019, filed 7 Nov 2019.