AI
BSCK

Atria Investments’s Invesco BulletShares 2020 Corporate Bond ETF BSCK Stock Holding History

Atria Investments’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
Q1 		– Sell
-12,881
Closed -$271K – 1067
2018
Q4 		$271K Sell
12,881
-31,408
-71% -$660K 0.01% 686
2018
Q3 		$934K Buy
44,289
+202
+0.5% +$4.26K 0.04% 416
2018
Q2 		$928K Buy
+44,087
New +$928K 0.04% 388
2018
Q1 		– Sell
-47,161
Closed -$1M – 935
2017
Q4 		$1M Sell
47,161
-754
-2% -$16.1K 0.05% 338
2017
Q3 		$1.03M Buy
47,915
+329
+0.7% +$7.08K 0.06% 301
2017
Q2 		$1.02M Buy
47,586
+1,288
+3% +$27.6K 0.06% 292
2017
Q1 		$990K Buy
46,298
+5,486
+13% +$117K 0.06% 262
2016
Q4 		$865K Buy
40,812
+87
+0.2% +$1.86K 0.07% 250
2016
Q3 		$884K Sell
40,725
-1,047
-3% -$22.7K 0.08% 214
2016
Q2 		$908K Buy
41,772
+99
+0.2% +$2.13K 0.1% 180
2016
Q1 		$892K Buy
41,673
+9,441
+29% +$198K 0.1% 164
2015
Q4 		$678K Buy
+32,232
New +$681K 0.07% 184

Other funds holding BSCK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IWMA
Ironwood Wealth Management (Arizona) Chandler, Arizona $349M AUM 12.51% 1-Year Est. Return

Atria Investments's BSCK Position: Q1 2019 in Review

Atria Investments sold out of Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q1 2019, closing a stake of 12,881 shares — an estimated $271K sold.

Atria Investments first reported a position in BSCK in Q4 2015 and held it in 12 quarters. The position peaked at $1.03M in Q3 2017. 228 funds tracked by Wall St. Rank hold BSCK as of Q1 2019.

  • Atria Investments reported no remaining Invesco BulletShares 2020 Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Atria Investments sold 12,881 Invesco BulletShares 2020 Corporate Bond ETF shares in Q1 2019, an estimated $271K.
  • Atria Investments first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q4 2015 and held it in 12 quarters.
  • Atria Investments's Invesco BulletShares 2020 Corporate Bond ETF position peaked at $1.03M in Q3 2017.
  • 228 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q1 2019.

Based on Atria Investments's 13F filing for Q1 2019, filed 15 May 2019.