Retirement Income Solutions’s Invesco BulletShares 2019 Corporate Bond ETF BSCJ Stock Holding History

Retirement Income Solutions’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 Q2	–	Sell	-25,304	Closed	-$533K	–	71
2019 Q1	$533K	Hold	25,304	–	–	0.31%	38
2018 Q4	$533K	Hold	25,304	–	–	0.35%	28
2018 Q3	$533K	Hold	25,304	–	–	0.3%	34
2018 Q2	$531K	Hold	25,304	–	–	0.32%	29
2018 Q1	$531K	Hold	25,304	–	–	0.32%	29
2017 Q4	$534K	Buy	+25,304	New	+$536K	0.31%	35

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

BCM

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

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

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

SFWC

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

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

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

Retirement Income Solutions's BSCJ Position: Q2 2019 in Review

Retirement Income Solutions sold out of Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) in Q2 2019, closing a stake of 25,304 shares — an estimated $533K sold.

Retirement Income Solutions first reported a position in BSCJ in Q4 2017 and held it in 6 quarters. The position peaked at $534K in Q4 2017. 194 funds tracked by Wall St. Rank hold BSCJ as of Q2 2019.

Retirement Income Solutions reported no remaining Invesco BulletShares 2019 Corporate Bond ETF position as of Q2 2019 after selling out during the quarter.
Retirement Income Solutions sold 25,304 Invesco BulletShares 2019 Corporate Bond ETF shares in Q2 2019, an estimated $533K.
Retirement Income Solutions first reported a position in Invesco BulletShares 2019 Corporate Bond ETF in Q4 2017 and held it in 6 quarters.
Retirement Income Solutions's Invesco BulletShares 2019 Corporate Bond ETF position peaked at $534K in Q4 2017.
194 funds tracked by Wall St. Rank held Invesco BulletShares 2019 Corporate Bond ETF as of Q2 2019.

Based on Retirement Income Solutions's 13F filing for Q2 2019, filed 23 Jul 2019.