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BSCK

Avantax Planning Partners’s Invesco BulletShares 2020 Corporate Bond ETF BSCK Stock Holding History

Avantax Planning Partners’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
-11,985
Closed -$254K – 316
2020
Q3 		$254K Hold
11,985
– – 0.01% 251
2020
Q2 		$255K Hold
11,985
– – 0.01% 231
2020
Q1 		$252K Hold
11,985
– – 0.02% 225
2019
Q4 		$255K Hold
11,985
– – 0.02% 256
2019
Q3 		$255K Hold
11,985
– – 0.02% 256
2019
Q2 		$255K Sell
11,985
-1,645
-12% -$34.9K 0.02% 255
2019
Q1 		$289K Buy
13,630
+1,645
+14% +$34.8K 0.02% 234
2018
Q4 		$253K Hold
11,985
– – 0.02% 220
2018
Q3 		$253K Hold
11,985
– – 0.02% 212
2018
Q2 		$252K Hold
11,985
– – 0.02% 203
2018
Q1 		$252K Hold
11,985
– – 0.02% 263
2017
Q4 		$255K Hold
11,985
– – 0.02% 254
2017
Q3 		$258K Hold
11,985
– – 0.02% 313
2017
Q2 		$257K Hold
11,985
– – 0.02% 281
2017
Q1 		$256K Hold
11,985
– – 0.02% 263
2016
Q4 		$254K Buy
+11,985
New +$256K 0.03% 251

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

Avantax Planning Partners's BSCK Position: Q4 2020 in Review

Avantax Planning Partners sold out of Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q4 2020, closing a stake of 11,985 shares — an estimated $254K sold.

Avantax Planning Partners first reported a position in BSCK in Q4 2016 and held it in 16 quarters. The position peaked at $289K in Q1 2019. 3 funds tracked by Wall St. Rank hold BSCK as of Q4 2020.

  • Avantax Planning Partners reported no remaining Invesco BulletShares 2020 Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Avantax Planning Partners sold 11,985 Invesco BulletShares 2020 Corporate Bond ETF shares in Q4 2020, an estimated $254K.
  • Avantax Planning Partners first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q4 2016 and held it in 16 quarters.
  • Avantax Planning Partners's Invesco BulletShares 2020 Corporate Bond ETF position peaked at $289K in Q1 2019.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q4 2020.

Based on Avantax Planning Partners's 13F filing for Q4 2020, filed 4 Feb 2021.