BWM
BSCK

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

BCS 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
-532,741
Closed -$11.3M – 152
2020
Q3 		$11.3M Buy
532,741
+17,967
+3% +$382K 6.39% 2
2020
Q2 		$11M Sell
514,774
-10,116
-2% -$215K 6.56% 2
2020
Q1 		$11M Buy
524,890
+32,570
+7% +$689K 7.73% 2
2019
Q4 		$10.5M Buy
+492,320
New +$10.5M 6.98% 2

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

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

BCS Wealth Management sold out of Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q4 2020, closing a stake of 532,741 shares — an estimated $11.3M sold.

BCS Wealth Management first reported a position in BSCK in Q4 2019 and held it in 4 quarters. The position peaked at $11.3M in Q3 2020. 3 funds tracked by Wall St. Rank hold BSCK as of Q4 2020.

  • BCS Wealth Management reported no remaining Invesco BulletShares 2020 Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • BCS Wealth Management sold 532,741 Invesco BulletShares 2020 Corporate Bond ETF shares in Q4 2020, an estimated $11.3M.
  • BCS Wealth Management first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q4 2019 and held it in 4 quarters.
  • BCS Wealth Management's Invesco BulletShares 2020 Corporate Bond ETF position peaked at $11.3M in Q3 2020.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q4 2020.

Based on BCS Wealth Management's 13F filing for Q4 2020, filed 21 Jan 2021.