Apriem Advisors’s Invesco BulletShares 2020 Corporate Bond ETF BSCK Stock Holding History

Apriem Advisors’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 Q1	–	Sell	-23,300	Closed	-$496K	–	144
2019 Q4	$496K	Buy	+23,300	New	+$496K	0.1%	81
2017 Q2	–	Sell	-1,000	Closed	-$21K	–	673
2017 Q1	$21K	Hold	1,000	–	–	0.01%	340
2016 Q4	$21K	Hold	1,000	–	–	0.01%	344
2016 Q3	$22K	Hold	1,000	–	–	0.01%	324
2016 Q2	$22K	Hold	1,000	–	–	0.01%	332
2016 Q1	$21K	Hold	1,000	–	–	0.01%	304
2015 Q4	$21K	Hold	1,000	–	–	0.01%	297
2015 Q3	$21K	Hold	1,000	–	–	0.01%	293
2015 Q2	$21K	Hold	1,000	–	–	0.01%	325
2015 Q1	$22K	Hold	1,000	–	–	0.01%	309
2014 Q4	$21K	Hold	1,000	–	–	0.01%	294
2014 Q3	$21K	Hold	1,000	–	–	0.01%	300
2014 Q2	$21K	Buy	+1,000	New	+$21.1K	0.01%	278

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 New York $1.66T AUM 25.57% 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

MFWM

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

IWMA

Ironwood Wealth Management (Arizona) Chandler, Arizona $349M AUM 12.51% 1-Year Est. Return

SFWC

Strategic Family Wealth Counselors Fairfield, New Jersey $381M AUM 21.36% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

Apriem Advisors's BSCK Position: Q1 2020 in Review

Apriem Advisors sold out of Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q1 2020, closing a stake of 23,300 shares — an estimated $496K sold.

Apriem Advisors first reported a position in BSCK in Q2 2014 and held it in 13 quarters. The position peaked at $496K in Q4 2019. 252 funds tracked by Wall St. Rank hold BSCK as of Q1 2020.

Apriem Advisors reported no remaining Invesco BulletShares 2020 Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
Apriem Advisors sold 23,300 Invesco BulletShares 2020 Corporate Bond ETF shares in Q1 2020, an estimated $496K.
Apriem Advisors first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q2 2014 and held it in 13 quarters.
Apriem Advisors's Invesco BulletShares 2020 Corporate Bond ETF position peaked at $496K in Q4 2019.
252 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q1 2020.

Based on Apriem Advisors's 13F filing for Q1 2020, filed 7 May 2020.