AWM
BSCK

AE Wealth Management’s Invesco BulletShares 2020 Corporate Bond ETF BSCK Stock Holding History

AE Wealth Management’s Portfolio BSCK Stock Details BSCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-13,951
Closed -$293K – 1383
2020
Q1 		$293K Sell
13,951
-4,638
-25% -$98.2K 0.01% 885
2019
Q4 		$396K Buy
18,589
+1,114
+6% +$23.7K 0.01% 809
2019
Q3 		$372K Buy
17,475
+1,073
+7% +$22.9K 0.01% 702
2019
Q2 		$349K Buy
16,402
+6,289
+62% +$133K 0.01% 699
2019
Q1 		$215K Buy
+10,113
New +$214K 0.01% 577

Other funds holding BSCK

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFWC
Strategic Family Wealth Counselors Fairfield, New Jersey $381M AUM 21.36% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
IWMA
Ironwood Wealth Management (Arizona) Chandler, Arizona $349M AUM 12.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

AE Wealth Management's BSCK Position: Q2 2020 in Review

AE Wealth Management sold out of Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q2 2020, closing a stake of 13,951 shares — an estimated $293K sold.

AE Wealth Management first reported a position in BSCK in Q1 2019 and held it in 5 quarters. The position peaked at $396K in Q4 2019. 244 funds tracked by Wall St. Rank hold BSCK as of Q2 2020.

  • AE Wealth Management reported no remaining Invesco BulletShares 2020 Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • AE Wealth Management sold 13,951 Invesco BulletShares 2020 Corporate Bond ETF shares in Q2 2020, an estimated $293K.
  • AE Wealth Management first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q1 2019 and held it in 5 quarters.
  • AE Wealth Management's Invesco BulletShares 2020 Corporate Bond ETF position peaked at $396K in Q4 2019.
  • 244 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q2 2020.

Based on AE Wealth Management's 13F filing for Q2 2020, filed 5 Aug 2020.