SFG
BSCJ

StrategIQ Financial Group’s Invesco BulletShares 2019 Corporate Bond ETF BSCJ Stock Holding History

StrategIQ Financial Group’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
2017
Q4 		– Sell
-9,846
Closed -$209K – 168
2017
Q3 		$209K Sell
9,846
-528
-5% -$11.2K 0.08% 147
2017
Q2 		$221K Sell
10,374
-159
-2% -$3.38K 0.09% 136
2017
Q1 		$224K Buy
10,533
+398
+4% +$8.44K 0.1% 125
2016
Q4 		$214K Buy
+10,135
New +$215K 0.11% 122

Other funds holding BSCJ

CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

StrategIQ Financial Group's BSCJ Position: Q4 2017 in Review

StrategIQ Financial Group sold out of Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) in Q4 2017, closing a stake of 9,846 shares — an estimated $209K sold.

StrategIQ Financial Group first reported a position in BSCJ in Q4 2016 and held it in 4 quarters. The position peaked at $224K in Q1 2017. 166 funds tracked by Wall St. Rank hold BSCJ as of Q4 2017.

  • StrategIQ Financial Group reported no remaining Invesco BulletShares 2019 Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
  • StrategIQ Financial Group sold 9,846 Invesco BulletShares 2019 Corporate Bond ETF shares in Q4 2017, an estimated $209K.
  • StrategIQ Financial Group first reported a position in Invesco BulletShares 2019 Corporate Bond ETF in Q4 2016 and held it in 4 quarters.
  • StrategIQ Financial Group's Invesco BulletShares 2019 Corporate Bond ETF position peaked at $224K in Q1 2017.
  • 166 funds tracked by Wall St. Rank held Invesco BulletShares 2019 Corporate Bond ETF as of Q4 2017.

Based on StrategIQ Financial Group's 13F filing for Q4 2017, filed 6 Feb 2018.