WA
BSCI

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

WESPAC Advisors’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
2017
Q4 		– Sell
-10,264
Closed -$217K – 147
2017
Q3 		$217K Hold
10,264
– – 0.14% 129
2017
Q2 		$218K Buy
+10,264
New +$218K 0.15% 122

Other funds holding BSCI

CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

WESPAC Advisors's BSCI Position: Q4 2017 in Review

WESPAC Advisors sold out of Invesco BulletShares 2018 Corporate Bond ETF (BSCI) in Q4 2017, closing a stake of 10,264 shares — an estimated $217K sold.

WESPAC Advisors first reported a position in BSCI in Q2 2017 and held it in 2 quarters. The position peaked at $218K in Q2 2017. 157 funds tracked by Wall St. Rank hold BSCI as of Q4 2017.

  • WESPAC Advisors reported no remaining Invesco BulletShares 2018 Corporate Bond ETF position as of Q4 2017 after selling out during the quarter.
  • WESPAC Advisors sold 10,264 Invesco BulletShares 2018 Corporate Bond ETF shares in Q4 2017, an estimated $217K.
  • WESPAC Advisors first reported a position in Invesco BulletShares 2018 Corporate Bond ETF in Q2 2017 and held it in 2 quarters.
  • WESPAC Advisors's Invesco BulletShares 2018 Corporate Bond ETF position peaked at $218K in Q2 2017.
  • 157 funds tracked by Wall St. Rank held Invesco BulletShares 2018 Corporate Bond ETF as of Q4 2017.

Based on WESPAC Advisors's 13F filing for Q4 2017, filed 30 Jan 2018.