SBL
BSCI

Sargent Bickham Lagudis’s Invesco BulletShares 2018 Corporate Bond ETF BSCI Stock Holding History

Sargent Bickham Lagudis’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
Q2 		– Sell
-8,494
Closed -$180K – 827
2017
Q1 		$180K Buy
+8,494
New +$180K 0.02% 220
2016
Q2 		– Sell
-10,379
Closed -$219K – 782
2016
Q1 		$219K Buy
+10,379
New +$218K 0.04% 193

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sargent Bickham Lagudis's BSCI Position: Q2 2017 in Review

Sargent Bickham Lagudis sold out of Invesco BulletShares 2018 Corporate Bond ETF (BSCI) in Q2 2017, closing a stake of 8,494 shares — an estimated $180K sold.

Sargent Bickham Lagudis first reported a position in BSCI in Q1 2016 and held it in 2 quarters. The position peaked at $219K in Q1 2016. 149 funds tracked by Wall St. Rank hold BSCI as of Q2 2017.

  • Sargent Bickham Lagudis reported no remaining Invesco BulletShares 2018 Corporate Bond ETF position as of Q2 2017 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 8,494 Invesco BulletShares 2018 Corporate Bond ETF shares in Q2 2017, an estimated $180K.
  • Sargent Bickham Lagudis first reported a position in Invesco BulletShares 2018 Corporate Bond ETF in Q1 2016 and held it in 2 quarters.
  • Sargent Bickham Lagudis's Invesco BulletShares 2018 Corporate Bond ETF position peaked at $219K in Q1 2016.
  • 149 funds tracked by Wall St. Rank held Invesco BulletShares 2018 Corporate Bond ETF as of Q2 2017.

Based on Sargent Bickham Lagudis's 13F filing for Q2 2017, filed 13 Sep 2021.