NEXT Financial Holdings’s Invesco BulletShares 2021 Corporate Bond ETF BSCL Stock Holding History

NEXT Financial Holdings’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
2019 Q1	$127K	Buy	+6,050	New	+$126K	0.03%	474

Other funds holding BSCL

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

Morgan Stanley New York $1.66T AUM 25.57% 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

WSTAM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

SFG

SNS Financial Group Minneapolis, Minnesota $1.16B AUM 13.88% 1-Year Est. Return

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

NEXT Financial Holdings opened a new position in Invesco BulletShares 2021 Corporate Bond ETF (BSCL) in Q1 2019: 6,050 shares worth $127K. The stake represents 0.03% of the portfolio and ranks #474 among its holdings.

226 funds tracked by Wall St. Rank hold BSCL as of Q1 2019.

NEXT Financial Holdings held 6,050 shares of Invesco BulletShares 2021 Corporate Bond ETF worth $127K as of Q1 2019.
Invesco BulletShares 2021 Corporate Bond ETF was a new NEXT Financial Holdings position in Q1 2019.
Invesco BulletShares 2021 Corporate Bond ETF made up 0.03% of NEXT Financial Holdings's portfolio in Q1 2019, its #474 holding.
226 funds tracked by Wall St. Rank held Invesco BulletShares 2021 Corporate Bond ETF as of Q1 2019.

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