AP
BSCK

Atwood & Palmer’s Invesco BulletShares 2020 Corporate Bond ETF BSCK Stock Holding History

Atwood & Palmer’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
-331,502
Closed -$7.03M – 397
2020
Q3 		$7.03M Sell
331,502
-11,050
-3% -$235K 0.89% 40
2020
Q2 		$7.29M Sell
342,552
-29,600
-8% -$629K 0.99% 39
2020
Q1 		$7.82M Sell
372,152
-6,625
-2% -$140K 1.23% 31
2019
Q4 		$8.06M Sell
378,777
-3,525
-0.9% -$75.1K 1.04% 31
2019
Q3 		$8.14M Buy
382,302
+10,441
+3% +$222K 1.1% 32
2019
Q2 		$7.91M Sell
371,861
-2,550
-0.7% -$54.1K 1.07% 30
2019
Q1 		$7.95M Buy
374,411
+6,115
+2% +$129K 1.12% 32
2018
Q4 		$7.76M Sell
368,296
-13,525
-4% -$284K 1.23% 31
2018
Q3 		$8.05M Buy
381,821
+5,753
+2% +$121K 1.05% 30
2018
Q2 		$7.92M Buy
376,068
+38,035
+11% +$800K 1.09% 31
2018
Q1 		$7.12M Buy
338,033
+9,388
+3% +$198K 1.01% 33
2017
Q4 		$7M Buy
328,645
+36,009
+12% +$771K 0.98% 34
2017
Q3 		$6.29M Buy
292,636
+1,410
+0.5% +$30.3K 0.91% 33
2017
Q2 		$6.26M Buy
291,226
+5,734
+2% +$123K 0.98% 29
2017
Q1 		$6.11M Buy
285,492
+209,932
+278% +$4.48M 0.98% 33
2016
Q4 		$1.6M Buy
75,560
+33,100
+78% +$708K 0.29% 49
2016
Q3 		$922K Buy
42,460
+2,500
+6% +$54.2K 0.17% 63
2016
Q2 		$868K Hold
39,960
– – 0.16% 68
2016
Q1 		$855K Buy
39,960
+4,535
+13% +$95.3K 0.15% 69
2015
Q4 		$740K Buy
35,425
+19,500
+122% +$412K 0.14% 76
2015
Q3 		$339K Buy
15,925
+1,600
+11% +$33.9K 0.07% 101
2015
Q2 		$304K Buy
+14,325
New +$306K 0.05% 107

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

Atwood & Palmer's BSCK Position: Q4 2020 in Review

Atwood & Palmer sold out of Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q4 2020, closing a stake of 331,502 shares — an estimated $7.03M sold.

Atwood & Palmer first reported a position in BSCK in Q2 2015 and held it in 22 quarters. The position peaked at $8.14M in Q3 2019. 3 funds tracked by Wall St. Rank hold BSCK as of Q4 2020.

  • Atwood & Palmer reported no remaining Invesco BulletShares 2020 Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Atwood & Palmer sold 331,502 Invesco BulletShares 2020 Corporate Bond ETF shares in Q4 2020, an estimated $7.03M.
  • Atwood & Palmer first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q2 2015 and held it in 22 quarters.
  • Atwood & Palmer's Invesco BulletShares 2020 Corporate Bond ETF position peaked at $8.14M in Q3 2019.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q4 2020.

Based on Atwood & Palmer's 13F filing for Q4 2020, filed 4 Feb 2021.