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

ARS Wealth 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
2019 Q3	–	Sell	-16,955	Closed	-$360K	–	116
2019 Q2	$360K	Sell	16,955 -24,725	-59%	-$525K	0.11%	77
2019 Q1	$884K	Buy	41,680 +53	+0.1%	+$1.12K	0.28%	49
2018 Q4	$877K	Sell	41,627 -473	-1%	-$9.95K	0.32%	47
2018 Q3	$887K	Buy	+42,100	New	+$887K	0.3%	51

Other funds holding BSCK

Morgan Stanley New York $1.89T AUM 35.08% 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 $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

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

ARS Wealth Advisors's BSCK Position: Q3 2019 in Review

ARS Wealth Advisors sold out of Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q3 2019, closing a stake of 16,955 shares — an estimated $360K sold.

ARS Wealth Advisors first reported a position in BSCK in Q3 2018 and held it in 4 quarters. The position peaked at $887K in Q3 2018. 237 funds tracked by Wall St. Rank hold BSCK as of Q3 2019.

ARS Wealth Advisors reported no remaining Invesco BulletShares 2020 Corporate Bond ETF position as of Q3 2019 after selling out during the quarter.
ARS Wealth Advisors sold 16,955 Invesco BulletShares 2020 Corporate Bond ETF shares in Q3 2019, an estimated $360K.
ARS Wealth Advisors first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q3 2018 and held it in 4 quarters.
ARS Wealth Advisors's Invesco BulletShares 2020 Corporate Bond ETF position peaked at $887K in Q3 2018.
237 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q3 2019.

Based on ARS Wealth Advisors's 13F filing for Q3 2019, filed 11 Jun 2021.