Sharkey, Howes & Javer’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Sharkey, Howes & Javer’s Portfolio BSCM Stock Details BSCM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-4,314	Closed	-$91K	–	246
2017 Q1	$91K	Hold	4,314	–	–	0.05%	63
2016 Q4	$90K	Hold	4,314	–	–	0.05%	63
2016 Q3	$93K	Sell	4,314 -2,457	-36%	-$53.1K	0.06%	63
2016 Q2	$146K	Buy	6,771 +2,345	+53%	+$49.7K	0.09%	46
2016 Q1	$92K	Buy	4,426 +1,969	+80%	+$40.4K	0.07%	64
2015 Q4	$50K	Buy	+2,457	New	+$50.5K	0.03%	94

Other funds holding BSCM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return

VNA

Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

GAG

GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Sharkey, Howes & Javer's BSCM Position: Q2 2017 in Review

Sharkey, Howes & Javer sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q2 2017, closing a stake of 4,314 shares — an estimated $91K sold.

Sharkey, Howes & Javer first reported a position in BSCM in Q4 2015 and held it in 6 quarters. The position peaked at $146K in Q2 2016. 89 funds tracked by Wall St. Rank hold BSCM as of Q2 2017.

Sharkey, Howes & Javer reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q2 2017 after selling out during the quarter.
Sharkey, Howes & Javer sold 4,314 Invesco BulletShares 2022 Corporate Bond ETF shares in Q2 2017, an estimated $91K.
Sharkey, Howes & Javer first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2015 and held it in 6 quarters.
Sharkey, Howes & Javer's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $146K in Q2 2016.
89 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q2 2017.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2017, filed 19 Jul 2017.