BSW
BSCK

Buckingham Strategic Wealth’s Invesco BulletShares 2020 Corporate Bond ETF BSCK Stock Holding History

Buckingham Strategic Wealth’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
2018
Q3 		– Sell
-19,184
Closed -$404K – 384
2018
Q2 		$404K Buy
19,184
+2,346
+14% +$49.4K 0.07% 214
2018
Q1 		$355K Buy
+16,838
New +$356K 0.07% 214

Other funds holding BSCK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return
FCB
First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return
FCFS
First Command Financial Services Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

Buckingham Strategic Wealth's BSCK Position: Q3 2018 in Review

Buckingham Strategic Wealth sold out of Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q3 2018, closing a stake of 19,184 shares — an estimated $404K sold.

Buckingham Strategic Wealth first reported a position in BSCK in Q1 2018 and held it in 2 quarters. The position peaked at $404K in Q2 2018. 176 funds tracked by Wall St. Rank hold BSCK as of Q3 2018.

  • Buckingham Strategic Wealth reported no remaining Invesco BulletShares 2020 Corporate Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 19,184 Invesco BulletShares 2020 Corporate Bond ETF shares in Q3 2018, an estimated $404K.
  • Buckingham Strategic Wealth first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q1 2018 and held it in 2 quarters.
  • Buckingham Strategic Wealth's Invesco BulletShares 2020 Corporate Bond ETF position peaked at $404K in Q2 2018.
  • 176 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q3 2018.

Based on Buckingham Strategic Wealth's 13F filing for Q3 2018, filed 2 Nov 2018.