Avantax Advisory Services’s Invesco BulletShares 2020 Corporate Bond ETF BSCK Stock Holding History

Avantax Advisory Services’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	-21,383	Closed	-$452K	–	1415
2020 Q3	$452K	Buy	+21,383	New	+$454K	0.01%	839
2020 Q2	–	Sell	-12,058	Closed	-$254K	–	912
2020 Q1	$254K	Sell	12,058 -2,019	-14%	-$42.7K	0.01%	642
2019 Q4	$299K	Buy	+14,077	New	+$300K	0.01%	625

Other funds holding BSCK

FAG

Financial Advisory Group Houston, Texas $567M AUM 19.38% 1-Year Est. Return

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

Avantax Advisory Services's BSCK Position: Q4 2020 in Review

Avantax Advisory Services sold out of Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q4 2020, closing a stake of 21,383 shares — an estimated $452K sold.

Avantax Advisory Services first reported a position in BSCK in Q4 2019 and held it in 3 quarters. The position peaked at $452K in Q3 2020. 3 funds tracked by Wall St. Rank hold BSCK as of Q4 2020.

Avantax Advisory Services reported no remaining Invesco BulletShares 2020 Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
Avantax Advisory Services sold 21,383 Invesco BulletShares 2020 Corporate Bond ETF shares in Q4 2020, an estimated $452K.
Avantax Advisory Services first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q4 2019 and held it in 3 quarters.
Avantax Advisory Services's Invesco BulletShares 2020 Corporate Bond ETF position peaked at $452K in Q3 2020.
3 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q4 2020.

Based on Avantax Advisory Services's 13F filing for Q4 2020, filed 22 Jan 2021.