Wealthspire Advisors (Maryland)’s Invesco BulletShares 2019 Corporate Bond ETF BSCJ Stock Holding History

Wealthspire Advisors (Maryland)’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	-10,744	Closed	-$227K	–	495
2019 Q2	$227K	Sell	10,744 -2,381	-18%	-$50.2K	0.02%	408
2019 Q1	$277K	Buy	13,125 +63	+0.5%	+$1.33K	0.02%	378
2018 Q4	$275K	Sell	13,062 -2,224	-15%	-$46.8K	0.02%	341
2018 Q3	$322K	Sell	15,286 -5,035	-25%	-$106K	0.03%	341
2018 Q2	$427K	Buy	20,321 +1,871	+10%	+$39.3K	0.04%	272
2018 Q1	$387K	Sell	18,450 -1,107	-6%	-$23.3K	0.04%	302
2017 Q4	$412K	Buy	19,557 +7,079	+57%	+$150K	0.04%	297
2017 Q3	$265K	Buy	12,478 +1,413	+13%	+$30K	0.03%	393
2017 Q2	$235K	Buy	+11,065	New	+$235K	0.03%	400

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

Wealthspire Advisors (Maryland)'s BSCJ Position: Q3 2019 in Review

Wealthspire Advisors (Maryland) sold out of Invesco BulletShares 2019 Corporate Bond ETF (BSCJ) in Q3 2019, closing a stake of 10,744 shares — an estimated $227K sold.

Wealthspire Advisors (Maryland) first reported a position in BSCJ in Q2 2017 and held it in 9 quarters. The position peaked at $427K in Q2 2018. 186 funds tracked by Wall St. Rank hold BSCJ as of Q3 2019.

Wealthspire Advisors (Maryland) reported no remaining Invesco BulletShares 2019 Corporate Bond ETF position as of Q3 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 10,744 Invesco BulletShares 2019 Corporate Bond ETF shares in Q3 2019, an estimated $227K.
Wealthspire Advisors (Maryland) first reported a position in Invesco BulletShares 2019 Corporate Bond ETF in Q2 2017 and held it in 9 quarters.
Wealthspire Advisors (Maryland)'s Invesco BulletShares 2019 Corporate Bond ETF position peaked at $427K in Q2 2018.
186 funds tracked by Wall St. Rank held Invesco BulletShares 2019 Corporate Bond ETF as of Q3 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2019, filed 13 Nov 2019.