Northwestern Mutual Wealth Management’s Invesco BulletShares 2019 Corporate Bond ETF BSCJ Stock Holding History

Northwestern Mutual Wealth 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 Q1	–	Sell	-361	Closed	-$8K	–	2773
2018 Q4	$8K	Sell	361 -452	-56%	-$9.52K	﹤0.01%	1919
2018 Q3	$17K	Buy	+813	New	+$17.1K	﹤0.01%	1741
2018 Q1	–	Sell	-235	Closed	-$5K	–	2515
2017 Q4	$5K	Buy	+235	New	+$4.97K	﹤0.01%	1951
2014 Q2	–	Sell	-720	Closed	-$15K	–	1434
2014 Q1	$15K	Buy	+720	New	+$15K	﹤0.01%	810

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

Northwestern Mutual Wealth Management's BSCJ Position: Q1 2019 in Review

Northwestern Mutual Wealth Management sold out of Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) in Q1 2019, closing a stake of 361 shares — an estimated $8K sold.

Northwestern Mutual Wealth Management first reported a position in BSCJ in Q1 2014 and held it in 4 quarters. The position peaked at $17K in Q3 2018. 209 funds tracked by Wall St. Rank hold BSCJ as of Q1 2019.

Northwestern Mutual Wealth Management reported no remaining Invesco BulletShares 2019 Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 361 Invesco BulletShares 2019 Corporate Bond ETF shares in Q1 2019, an estimated $8K.
Northwestern Mutual Wealth Management first reported a position in Invesco BulletShares 2019 Corporate Bond ETF in Q1 2014 and held it in 4 quarters.
Northwestern Mutual Wealth Management's Invesco BulletShares 2019 Corporate Bond ETF position peaked at $17K in Q3 2018.
209 funds tracked by Wall St. Rank held Invesco BulletShares 2019 Corporate Bond ETF as of Q1 2019.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2019, filed 10 May 2019.