Valeo Financial Advisors’s Invesco BulletShares 2018 Corporate Bond ETF BSCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-1,173
Closed -$24.8K 1866
2018
Q3
$25K Buy
1,173
+1,043
+802% +$22.1K ﹤0.01% 712
2018
Q2
$3K Hold
130
﹤0.01% 1308
2018
Q1
$3K Buy
+130
New +$2.75K ﹤0.01% 1291

Valeo Financial Advisors's BSCI Position: Q4 2018 in Review

Valeo Financial Advisors sold out of Invesco BulletShares 2018 Corporate Bond ETF (BSCI) in Q4 2018, closing a stake of 1,173 shares — an estimated $24.8K sold.

Valeo Financial Advisors first reported a position in BSCI in Q1 2018 and held it in 3 quarters. The position peaked at $25K in Q3 2018. 1 fund tracked by Wall St. Rank holds BSCI as of Q4 2018.

  • Valeo Financial Advisors reported no remaining Invesco BulletShares 2018 Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,173 Invesco BulletShares 2018 Corporate Bond ETF shares in Q4 2018, an estimated $24.8K.
  • Valeo Financial Advisors first reported a position in Invesco BulletShares 2018 Corporate Bond ETF in Q1 2018 and held it in 3 quarters.
  • Valeo Financial Advisors's Invesco BulletShares 2018 Corporate Bond ETF position peaked at $25K in Q3 2018.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2018 Corporate Bond ETF as of Q4 2018.

Based on Valeo Financial Advisors's 13F filing for Q4 2018, filed 30 Jan 2019.