BWA
BSCK

BDO Wealth Advisors’s Invesco BulletShares 2020 Corporate Bond ETF BSCK Stock Holding History

BDO Wealth Advisors’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
2019
Q4 		– Sell
-22,488
Closed -$479K – 669
2019
Q3 		$479K Sell
22,488
-42,919
-66% -$914K 0.12% 120
2019
Q2 		$1.39M Buy
65,407
+22,145
+51% +$470K 0.38% 57
2019
Q1 		$918K Buy
+43,262
New +$915K 0.27% 75

Other funds holding BSCK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RWP
Reliant Wealth Planning Louisville, Kentucky $331M AUM 10.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BDO Wealth Advisors's BSCK Position: Q4 2019 in Review

BDO Wealth Advisors sold out of Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q4 2019, closing a stake of 22,488 shares — an estimated $479K sold.

BDO Wealth Advisors first reported a position in BSCK in Q1 2019 and held it in 3 quarters. The position peaked at $1.39M in Q2 2019. 257 funds tracked by Wall St. Rank hold BSCK as of Q4 2019.

  • BDO Wealth Advisors reported no remaining Invesco BulletShares 2020 Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • BDO Wealth Advisors sold 22,488 Invesco BulletShares 2020 Corporate Bond ETF shares in Q4 2019, an estimated $479K.
  • BDO Wealth Advisors first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q1 2019 and held it in 3 quarters.
  • BDO Wealth Advisors's Invesco BulletShares 2020 Corporate Bond ETF position peaked at $1.39M in Q2 2019.
  • 257 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q4 2019.

Based on BDO Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.