WAM
BSCI

Wealthspire Advisors (Maryland)’s Invesco BulletShares 2018 Corporate Bond ETF BSCI Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio BSCI Stock Details BSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-23,182
Closed -$490K – 2661
2018
Q3 		$490K Sell
23,182
-7,194
-24% -$152K 0.04% 250
2018
Q2 		$643K Sell
30,376
-2,341
-7% -$49.5K 0.06% 188
2018
Q1 		$691K Sell
32,717
-867
-3% -$18.3K 0.07% 186
2017
Q4 		$708K Buy
33,584
+4,631
+16% +$97.9K 0.07% 188
2017
Q3 		$614K Buy
28,953
+3,102
+12% +$65.8K 0.07% 206
2017
Q2 		$549K Buy
25,851
+25,675
+14,588% +$545K 0.07% 212
2017
Q1 		$4K Buy
176
+1
+0.6% +$21 ﹤0.01% 1596
2016
Q4 		$4K Buy
+175
New +$3.71K ﹤0.01% 1449

Wealthspire Advisors (Maryland)'s BSCI Position: Q4 2018 in Review

Wealthspire Advisors (Maryland) sold out of Invesco BulletShares 2018 Corporate Bond ETF (BSCI) in Q4 2018, closing a stake of 23,182 shares — an estimated $490K sold.

Wealthspire Advisors (Maryland) first reported a position in BSCI in Q4 2016 and held it in 8 quarters. The position peaked at $708K in Q4 2017. 1 fund tracked by Wall St. Rank holds BSCI as of Q4 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Invesco BulletShares 2018 Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 23,182 Invesco BulletShares 2018 Corporate Bond ETF shares in Q4 2018, an estimated $490K.
  • Wealthspire Advisors (Maryland) first reported a position in Invesco BulletShares 2018 Corporate Bond ETF in Q4 2016 and held it in 8 quarters.
  • Wealthspire Advisors (Maryland)'s Invesco BulletShares 2018 Corporate Bond ETF position peaked at $708K in Q4 2017.
  • 1 fund tracked by Wall St. Rank held Invesco BulletShares 2018 Corporate Bond ETF as of Q4 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2018, filed 14 Feb 2019.