Strategic Family Wealth Counselors’s Invesco BulletShares 2019 Corporate Bond ETF BSCJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
Sell
-928,647
Closed -$19.6M 73
2019
Q3
$19.6M Sell
928,647
-2,636
-0.3% -$55.6K 14.81% 1
2019
Q2
$19.6M Buy
931,283
+22,642
+2% +$478K 15.21% 1
2019
Q1
$19.1M Buy
908,641
+401,479
+79% +$8.46M 15.48% 1
2018
Q4
$10.7M Buy
+507,162
New +$10.7M 12.1% 1

Strategic Family Wealth Counselors's BSCJ Position: Q4 2019 in Review

Strategic Family Wealth Counselors sold out of Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) in Q4 2019, closing a stake of 928,647 shares — an estimated $19.6M sold.

Strategic Family Wealth Counselors first reported a position in BSCJ in Q4 2018 and held it in 4 quarters. The position peaked at $19.6M in Q2 2019. 0 funds tracked by Wall St. Rank hold BSCJ as of Q4 2019.

  • Strategic Family Wealth Counselors reported no remaining Invesco BulletShares 2019 Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Strategic Family Wealth Counselors sold 928,647 Invesco BulletShares 2019 Corporate Bond ETF shares in Q4 2019, an estimated $19.6M.
  • Strategic Family Wealth Counselors first reported a position in Invesco BulletShares 2019 Corporate Bond ETF in Q4 2018 and held it in 4 quarters.
  • Strategic Family Wealth Counselors's Invesco BulletShares 2019 Corporate Bond ETF position peaked at $19.6M in Q2 2019.
  • 0 funds tracked by Wall St. Rank held Invesco BulletShares 2019 Corporate Bond ETF as of Q4 2019.

Based on Strategic Family Wealth Counselors's 13F filing for Q4 2019, filed 17 Jan 2020.