NEXT Financial Holdings’s Invesco BulletShares 2019 Corporate Bond ETF BSCJ Stock Holding History

NEXT Financial 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
2019 Q1	$125K	Buy	+5,948	New	+$125K	0.03%	479

Other funds holding BSCJ

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

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

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

BCM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

SFWC

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

NEXT Financial Holdings's BSCJ Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) in Q1 2019: 5,948 shares worth $125K. The stake represents 0.03% of the portfolio and ranks #479 among its holdings.

209 funds tracked by Wall St. Rank hold BSCJ as of Q1 2019.

NEXT Financial Holdings held 5,948 shares of Invesco BulletShares 2019 Corporate Bond ETF worth $125K as of Q1 2019.
Invesco BulletShares 2019 Corporate Bond ETF was a new NEXT Financial Holdings position in Q1 2019.
Invesco BulletShares 2019 Corporate Bond ETF made up 0.03% of NEXT Financial Holdings's portfolio in Q1 2019, its #479 holding.
209 funds tracked by Wall St. Rank held Invesco BulletShares 2019 Corporate Bond ETF as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.