BFA
BSCK

Beaumont Financial Advisors’s Invesco BulletShares 2020 Corporate Bond ETF BSCK Stock Holding History

Beaumont Financial 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
2020
Q4 		– Sell
-165,336
Closed -$3.51M – 365
2020
Q3 		$3.51M Sell
165,336
-141,633
-46% -$3.01M 0.34% 78
2020
Q2 		$6.53M Buy
306,969
+13,743
+5% +$292K 0.68% 51
2020
Q1 		$6.16M Sell
293,226
-178,005
-38% -$3.77M 0.78% 37
2019
Q4 		$10M Buy
471,231
+158,366
+51% +$3.37M 0.99% 36
2019
Q3 		$6.66M Buy
312,865
+95,599
+44% +$2.04M 0.66% 47
2019
Q2 		$4.62M Buy
217,266
+40,101
+23% +$851K 0.48% 54
2019
Q1 		$3.76M Buy
177,165
+116,037
+190% +$2.45M 0.4% 60
2018
Q4 		$1.29M Buy
61,128
+37,687
+161% +$792K 0.21% 75
2018
Q3 		$494K Buy
+23,441
New +$494K 0.05% 149

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

Beaumont Financial Advisors's BSCK Position: Q4 2020 in Review

Beaumont Financial Advisors sold out of Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q4 2020, closing a stake of 165,336 shares — an estimated $3.51M sold.

Beaumont Financial Advisors first reported a position in BSCK in Q3 2018 and held it in 9 quarters. The position peaked at $10M in Q4 2019. 3 funds tracked by Wall St. Rank hold BSCK as of Q4 2020.

  • Beaumont Financial Advisors reported no remaining Invesco BulletShares 2020 Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Beaumont Financial Advisors sold 165,336 Invesco BulletShares 2020 Corporate Bond ETF shares in Q4 2020, an estimated $3.51M.
  • Beaumont Financial Advisors first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q3 2018 and held it in 9 quarters.
  • Beaumont Financial Advisors's Invesco BulletShares 2020 Corporate Bond ETF position peaked at $10M in Q4 2019.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q4 2020.

Based on Beaumont Financial Advisors's 13F filing for Q4 2020, filed 8 Feb 2021.