NEXT Financial Holdings’s Invesco BulletShares 2020 Corporate Bond ETF BSCK Stock Holding History

NEXT Financial Holdings’s Portfolio BSCK Stock Details BSCK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$133K	Buy	+6,258	New	+$132K	0.03%	464

Other funds holding BSCK

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

BCM

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

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

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

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

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

IWMA

Ironwood Wealth Management (Arizona) Chandler, Arizona $349M AUM 12.51% 1-Year Est. Return

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

NEXT Financial Holdings opened a new position in Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q1 2019: 6,258 shares worth $133K. The stake represents 0.03% of the portfolio and ranks #464 among its holdings.

228 funds tracked by Wall St. Rank hold BSCK as of Q1 2019.

NEXT Financial Holdings held 6,258 shares of Invesco BulletShares 2020 Corporate Bond ETF worth $133K as of Q1 2019.
Invesco BulletShares 2020 Corporate Bond ETF was a new NEXT Financial Holdings position in Q1 2019.
Invesco BulletShares 2020 Corporate Bond ETF made up 0.03% of NEXT Financial Holdings's portfolio in Q1 2019, its #464 holding.
228 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q1 2019.

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