PFS
BSCI

Prospera Financial Services’s Invesco BulletShares 2018 Corporate Bond ETF BSCI Stock Holding History

Prospera Financial Services’s Portfolio BSCI Stock Details BSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-11,515
Closed -$244K – 461
2017
Q3 		$244K Sell
11,515
-1,250
-10% -$26.5K 0.04% 365
2017
Q2 		$271K Hold
12,765
– – 0.04% 332
2017
Q1 		$271K Buy
12,765
+250
+2% +$5.3K 0.05% 287
2016
Q4 		$265K Hold
12,515
– – 0.05% 294
2016
Q3 		$267K Buy
12,515
+115
+0.9% +$2.45K 0.05% 290
2016
Q2 		$265K Hold
12,400
– – 0.05% 267
2016
Q1 		$262K Buy
12,400
+750
+6% +$15.8K 0.06% 241
2015
Q4 		$245K Sell
11,650
-300
-3% -$6.34K 0.05% 229
2015
Q3 		$254K Sell
11,950
-5,056
-30% -$107K 0.06% 210
2015
Q2 		$362K Sell
17,006
-944
-5% -$20.1K 0.09% 174
2015
Q1 		$383K Buy
+17,950
New +$381K 0.09% 170

Other funds holding BSCI

CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

Prospera Financial Services's BSCI Position: Q4 2017 in Review

Prospera Financial Services sold out of Invesco BulletShares 2018 Corporate Bond ETF (BSCI) in Q4 2017, closing a stake of 11,515 shares — an estimated $244K sold.

Prospera Financial Services first reported a position in BSCI in Q1 2015 and held it in 11 quarters. The position peaked at $383K in Q1 2015. 157 funds tracked by Wall St. Rank hold BSCI as of Q4 2017.

  • Prospera Financial Services reported no remaining Invesco BulletShares 2018 Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Prospera Financial Services sold 11,515 Invesco BulletShares 2018 Corporate Bond ETF shares in Q4 2017, an estimated $244K.
  • Prospera Financial Services first reported a position in Invesco BulletShares 2018 Corporate Bond ETF in Q1 2015 and held it in 11 quarters.
  • Prospera Financial Services's Invesco BulletShares 2018 Corporate Bond ETF position peaked at $383K in Q1 2015.
  • 157 funds tracked by Wall St. Rank held Invesco BulletShares 2018 Corporate Bond ETF as of Q4 2017.

Based on Prospera Financial Services's 13F filing for Q4 2017, filed 24 Jan 2018.