American Economic Planning Group’s Invesco BulletShares 2020 Corporate Bond ETF BSCK Stock Holding History

American Economic Planning Group’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
2019 Q3	$1.16M	Buy	54,670 +3,928	+8%	+$83.7K	0.32%	30
2019 Q2	$1.08M	Sell	50,742 -215	-0.4%	-$4.56K	0.33%	34
2019 Q1	$1.08M	Sell	50,957 -1,692	-3%	-$35.8K	0.34%	29
2018 Q4	$1.11M	Buy	+52,649	New	+$1.11M	0.36%	31
2018 Q2	–	Sell	-52,886	Closed	-$1.11M	–	86
2018 Q1	$1.11M	Buy	52,886 +711	+1%	+$15K	0.41%	27
2017 Q4	$1.11M	Buy	52,175 +2,511	+5%	+$53.7K	0.41%	25
2017 Q3	$1.07M	Buy	49,664 +412	+0.8%	+$8.87K	0.4%	23
2017 Q2	$1.06M	Buy	49,252 +1,249	+3%	+$26.8K	0.42%	21
2017 Q1	$1.03M	Buy	48,003 +6,229	+15%	+$133K	0.41%	21
2016 Q4	$885K	Buy	41,774 +93	+0.2%	+$1.99K	0.38%	22
2016 Q3	$904K	Sell	41,681 -1,043	-2%	-$22.6K	0.36%	22
2016 Q2	$928K	Buy	42,724 +105	+0.2%	+$2.26K	0.37%	18
2016 Q1	$912K	Buy	+42,619	New	+$896K	0.37%	20
2013 Q4	–	Sell	-19,957	Closed	-$414K	–	33
2013 Q3	$414K	Buy	+19,957	New	+$405K	0.17%	19

Other funds holding BSCK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

American Economic Planning Group's BSCK Position: Q3 2019 in Review

American Economic Planning Group increased its Invesco BulletShares 2020 Corporate Bond ETF (BSCK) stake by 7.7% in Q3 2019, buying an estimated $83.7K and bringing the position to 54,670 shares worth $1.16M. The position accounts for 0.32% of the portfolio, ranked #30.

American Economic Planning Group first reported a position in BSCK in Q3 2013 and has held it in 14 quarters since. 237 funds tracked by Wall St. Rank hold BSCK as of Q3 2019.

American Economic Planning Group held 54,670 shares of Invesco BulletShares 2020 Corporate Bond ETF worth $1.16M as of Q3 2019.
American Economic Planning Group bought 3,928 Invesco BulletShares 2020 Corporate Bond ETF shares in Q3 2019, an estimated $83.7K.
Invesco BulletShares 2020 Corporate Bond ETF made up 0.32% of American Economic Planning Group's portfolio in Q3 2019, its #30 holding.
American Economic Planning Group first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q3 2013 and has held it in 14 quarters since.
237 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q3 2019.

Based on American Economic Planning Group's 13F filing for Q3 2019, filed 9 Oct 2019.