AWM
BSCK

Avior Wealth Management’s Invesco BulletShares 2020 Corporate Bond ETF BSCK Stock Holding History

Avior Wealth Management’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
-3,025
Closed -$64K – 1131
2020
Q3 		$64K Buy
3,025
+1,694
+127% +$36K 0.01% 486
2020
Q2 		$28K Buy
+1,331
New +$28.3K ﹤0.01% 537

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

Avior Wealth Management's BSCK Position: Q4 2020 in Review

Avior Wealth Management sold out of Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q4 2020, closing a stake of 3,025 shares — an estimated $64K sold.

Avior Wealth Management first reported a position in BSCK in Q2 2020 and held it in 2 quarters. The position peaked at $64K in Q3 2020. 3 funds tracked by Wall St. Rank hold BSCK as of Q4 2020.

  • Avior Wealth Management reported no remaining Invesco BulletShares 2020 Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Avior Wealth Management sold 3,025 Invesco BulletShares 2020 Corporate Bond ETF shares in Q4 2020, an estimated $64K.
  • Avior Wealth Management first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q2 2020 and held it in 2 quarters.
  • Avior Wealth Management's Invesco BulletShares 2020 Corporate Bond ETF position peaked at $64K in Q3 2020.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q4 2020.

Based on Avior Wealth Management's 13F filing for Q4 2020, filed 9 Feb 2021.