Monument Capital Management’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

Monument Capital Management’s Portfolio BSCL Stock Details BSCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-5,709	Closed	-$118K	–	335
2018 Q3	$118K	Buy	5,709 +94	+2%	+$1.95K	0.07%	99
2018 Q2	$117K	Sell	5,615 -931	-14%	-$19.3K	0.08%	79
2018 Q1	$136K	Sell	6,546 -494	-7%	-$10.3K	0.09%	71
2017 Q4	$148K	Buy	+7,040	New	+$150K	0.1%	68

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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

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return

LWA

Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Monument Capital Management's BSCL Position: Q4 2018 in Review

Monument Capital Management sold out of Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q4 2018, closing a stake of 5,709 shares — an estimated $118K sold.

Monument Capital Management first reported a position in BSCL in Q4 2017 and held it in 4 quarters. The position peaked at $148K in Q4 2017. 201 funds tracked by Wall St. Rank hold BSCL as of Q4 2018.

Monument Capital Management reported no remaining Invesco BulletShares 2021 Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
Monument Capital Management sold 5,709 Invesco BulletShares 2021 Corporate Bond ETF shares in Q4 2018, an estimated $118K.
Monument Capital Management first reported a position in Invesco BulletShares 2021 Corporate Bond ETF in Q4 2017 and held it in 4 quarters.
Monument Capital Management's Invesco BulletShares 2021 Corporate Bond ETF position peaked at $148K in Q4 2017.
201 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q4 2018.

Based on Monument Capital Management's 13F filing for Q4 2018, filed 15 Jan 2019.