AC
BSCK

Apella Capital’s Invesco BulletShares 2020 Corporate Bond ETF BSCK Stock Holding History

Apella Capital’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
-62,571
Closed -$1.33M – 127
2020
Q3 		$1.33M Buy
62,571
+868
+1% +$18.4K 0.53% 45
2020
Q2 		$1.31M Sell
61,703
-2,248
-4% -$47.8K 0.61% 38
2020
Q1 		$1.34M Buy
+63,951
New +$1.35M 0.78% 29

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

Apella Capital's BSCK Position: Q4 2020 in Review

Apella Capital sold out of Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q4 2020, closing a stake of 62,571 shares — an estimated $1.33M sold.

Apella Capital first reported a position in BSCK in Q1 2020 and held it in 3 quarters. The position peaked at $1.34M in Q1 2020. 3 funds tracked by Wall St. Rank hold BSCK as of Q4 2020.

  • Apella Capital reported no remaining Invesco BulletShares 2020 Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Apella Capital sold 62,571 Invesco BulletShares 2020 Corporate Bond ETF shares in Q4 2020, an estimated $1.33M.
  • Apella Capital first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q1 2020 and held it in 3 quarters.
  • Apella Capital's Invesco BulletShares 2020 Corporate Bond ETF position peaked at $1.34M in Q1 2020.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q4 2020.

Based on Apella Capital's 13F filing for Q4 2020, filed 18 Feb 2021.