BFA
BSCK

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

Benedict 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
-285,545
Closed -$6.06M – 110
2020
Q3 		$6.06M Buy
285,545
+45,759
+19% +$972K 2.33% 9
2020
Q2 		$5.1M Buy
239,786
+3,992
+2% +$84.9K 2.11% 10
2020
Q1 		$4.95M Buy
235,794
+27,140
+13% +$574K 2.33% 9
2019
Q4 		$4.44M Buy
208,654
+28,401
+16% +$605K 1.73% 19
2019
Q3 		$3.84M Buy
180,253
+29,830
+20% +$636K 1.57% 22
2019
Q2 		$3.2M Buy
150,423
+40,916
+37% +$868K 1.33% 29
2019
Q1 		$2.32M Buy
109,507
+24,668
+29% +$522K 1.01% 42
2018
Q4 		$1.79M Buy
84,839
+23,165
+38% +$487K 0.88% 43
2018
Q3 		$1.3M Buy
61,674
+15,333
+33% +$323K 0.58% 57
2018
Q2 		$976K Buy
46,341
+7,313
+19% +$154K 0.48% 69
2018
Q1 		$822K Buy
39,028
+10,996
+39% +$232K 0.41% 73
2017
Q4 		$597K Buy
28,032
+3,290
+13% +$70.4K 0.29% 77
2017
Q3 		$532K Buy
24,742
+1,544
+7% +$33.2K 0.27% 77
2017
Q2 		$499K Buy
23,198
+5,425
+31% +$116K 0.26% 76
2017
Q1 		$380K Buy
17,773
+3,268
+23% +$69.7K 0.21% 80
2016
Q4 		$308K Buy
14,505
+2,289
+19% +$49K 0.18% 84
2016
Q3 		$264K Buy
12,216
+2,430
+25% +$52.7K 0.15% 90
2016
Q2 		$212K Buy
+9,786
New +$210K 0.12% 94

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

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

Benedict Financial Advisors sold out of Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q4 2020, closing a stake of 285,545 shares — an estimated $6.06M sold.

Benedict Financial Advisors first reported a position in BSCK in Q2 2016 and held it in 18 quarters. The position peaked at $6.06M in Q3 2020. 3 funds tracked by Wall St. Rank hold BSCK as of Q4 2020.

  • Benedict Financial Advisors reported no remaining Invesco BulletShares 2020 Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Benedict Financial Advisors sold 285,545 Invesco BulletShares 2020 Corporate Bond ETF shares in Q4 2020, an estimated $6.06M.
  • Benedict Financial Advisors first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q2 2016 and held it in 18 quarters.
  • Benedict Financial Advisors's Invesco BulletShares 2020 Corporate Bond ETF position peaked at $6.06M in Q3 2020.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q4 2020.

Based on Benedict Financial Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.