Sequoia Financial Advisors’s Invesco BulletShares 2019 Corporate Bond ETF BSCJ Stock Holding History

Sequoia Financial Advisors’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 Q3	–	Sell	-13,115	Closed	-$277K	–	397
2019 Q2	$277K	Hold	13,115	–	–	0.02%	290
2019 Q1	$276K	Hold	13,115	–	–	0.02%	285
2018 Q4	$276K	Hold	13,115	–	–	0.03%	218
2018 Q3	$276K	Hold	13,115	–	–	0.03%	245
2018 Q2	$275K	Buy	+13,115	New	+$275K	0.03%	243
2018 Q1	–	Sell	-13,115	Closed	-$277K	–	332
2017 Q4	$277K	Hold	13,115	–	–	0.03%	232
2017 Q3	$279K	Hold	13,115	–	–	0.03%	218
2017 Q2	$279K	Hold	13,115	–	–	0.03%	219
2017 Q1	$278K	Buy	+13,115	New	+$278K	0.04%	212

Other funds holding BSCJ

BCM

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

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

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

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 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

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

ADL

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

Sequoia Financial Advisors's BSCJ Position: Q3 2019 in Review

Sequoia Financial Advisors sold out of Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) in Q3 2019, closing a stake of 13,115 shares — an estimated $277K sold.

Sequoia Financial Advisors first reported a position in BSCJ in Q1 2017 and held it in 9 quarters. The position peaked at $279K in Q3 2017. 186 funds tracked by Wall St. Rank hold BSCJ as of Q3 2019.

Sequoia Financial Advisors reported no remaining Invesco BulletShares 2019 Corporate Bond ETF position as of Q3 2019 after selling out during the quarter.
Sequoia Financial Advisors sold 13,115 Invesco BulletShares 2019 Corporate Bond ETF shares in Q3 2019, an estimated $277K.
Sequoia Financial Advisors first reported a position in Invesco BulletShares 2019 Corporate Bond ETF in Q1 2017 and held it in 9 quarters.
Sequoia Financial Advisors's Invesco BulletShares 2019 Corporate Bond ETF position peaked at $279K in Q3 2017.
186 funds tracked by Wall St. Rank held Invesco BulletShares 2019 Corporate Bond ETF as of Q3 2019.

Based on Sequoia Financial Advisors's 13F filing for Q3 2019, filed 22 Oct 2019.