AIM
BSCK

Anchor Investment Management’s Invesco BulletShares 2020 Corporate Bond ETF BSCK Stock Holding History

Anchor Investment 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
Q4 		– Sell
-23,450
Closed -$498K – 974
2020
Q3 		$498K Sell
23,450
-500
-2% -$10.6K 0.1% 167
2020
Q2 		$510K Sell
23,950
-4,790
-17% -$102K 0.11% 161
2020
Q1 		$604K Sell
28,740
-94,783
-77% -$2.01M 0.16% 145
2019
Q4 		$2.63M Sell
123,523
-5,400
-4% -$115K 0.56% 52
2019
Q3 		$2.75M Buy
128,923
+52,781
+69% +$1.12M 0.63% 39
2019
Q2 		$1.62M Buy
76,142
+9,606
+14% +$204K 0.39% 77
2019
Q1 		$1.41M Buy
66,536
+10,341
+18% +$219K 0.35% 83
2018
Q4 		$1.18M Buy
56,195
+2,662
+5% +$56K 0.34% 82
2018
Q3 		$1.13M Buy
53,533
+15,356
+40% +$324K 0.26% 104
2018
Q2 		$804K Buy
38,177
+1,290
+3% +$27.1K 0.2% 132
2018
Q1 		$777K Buy
36,887
+17,750
+93% +$375K 0.2% 129
2017
Q4 		$407K Buy
19,137
+11,782
+160% +$252K 0.11% 198
2017
Q3 		$158K Buy
+7,355
New +$158K 0.05% 288

Other funds holding BSCK

FAG
Financial Advisory Group Houston, Texas $567M AUM 19.38% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CCM
Cribstone Capital Management Augusta, Maine $172M AUM 13.58% 1-Year Est. Return

Anchor Investment Management's BSCK Position: Q4 2020 in Review

Anchor Investment Management sold out of Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q4 2020, closing a stake of 23,450 shares — an estimated $498K sold.

Anchor Investment Management first reported a position in BSCK in Q3 2017 and held it in 13 quarters. The position peaked at $2.75M in Q3 2019. 3 funds tracked by Wall St. Rank hold BSCK as of Q4 2020.

  • Anchor Investment Management reported no remaining Invesco BulletShares 2020 Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Anchor Investment Management sold 23,450 Invesco BulletShares 2020 Corporate Bond ETF shares in Q4 2020, an estimated $498K.
  • Anchor Investment Management first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q3 2017 and held it in 13 quarters.
  • Anchor Investment Management's Invesco BulletShares 2020 Corporate Bond ETF position peaked at $2.75M in Q3 2019.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q4 2020.

Based on Anchor Investment Management's 13F filing for Q4 2020, filed 2 Jan 2024.