Squar Milner Financial Services’s Invesco BulletShares 2019 Corporate Bond ETF BSCJ Stock Holding History

Squar Milner Financial Services’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	-1,746	Closed	-$37K	–	808
2019 Q2	$37K	Hold	1,746	–	–	0.02%	383
2019 Q1	$36K	Hold	1,746	–	–	0.03%	361
2018 Q4	$37K	Sell	1,746 -84	-5%	-$1.77K	0.04%	326
2018 Q3	$39K	Buy	1,830 +180	+11%	+$3.79K	0.04%	335
2018 Q2	$35K	Buy	+1,650	New	+$34.7K	0.03%	396

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

Squar Milner Financial Services's BSCJ Position: Q3 2019 in Review

Squar Milner Financial Services sold out of Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) in Q3 2019, closing a stake of 1,746 shares — an estimated $37K sold.

Squar Milner Financial Services first reported a position in BSCJ in Q2 2018 and held it in 5 quarters. The position peaked at $39K in Q3 2018. 186 funds tracked by Wall St. Rank hold BSCJ as of Q3 2019.

Squar Milner Financial Services reported no remaining Invesco BulletShares 2019 Corporate Bond ETF position as of Q3 2019 after selling out during the quarter.
Squar Milner Financial Services sold 1,746 Invesco BulletShares 2019 Corporate Bond ETF shares in Q3 2019, an estimated $37K.
Squar Milner Financial Services first reported a position in Invesco BulletShares 2019 Corporate Bond ETF in Q2 2018 and held it in 5 quarters.
Squar Milner Financial Services's Invesco BulletShares 2019 Corporate Bond ETF position peaked at $39K in Q3 2018.
186 funds tracked by Wall St. Rank held Invesco BulletShares 2019 Corporate Bond ETF as of Q3 2019.

Based on Squar Milner Financial Services's 13F filing for Q3 2019, filed 22 Oct 2019.