CFA
BSCK

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

Cahill 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
-21,462
Closed -$455K – 199
2020
Q3 		$455K Hold
21,462
– – 0.16% 113
2020
Q2 		$457K Hold
21,462
– – 0.18% 105
2020
Q1 		$451K Sell
21,462
-71,012
-77% -$1.5M 0.21% 98
2019
Q4 		$1.97M Sell
92,474
-1,975
-2% -$42.1K 0.72% 42
2019
Q3 		$2.01M Buy
94,449
+26
+0% +$554 0.78% 37
2019
Q2 		$2.01M Buy
94,423
+13,582
+17% +$288K 0.8% 35
2019
Q1 		$1.72M Buy
80,841
+66,775
+475% +$1.41M 0.71% 42
2018
Q4 		$297K Buy
14,066
+4,160
+42% +$87.5K 0.15% 117
2018
Q3 		$209K Hold
9,906
– – 0.09% 147
2018
Q2 		$209K Hold
9,906
– – 0.1% 150
2018
Q1 		$209K Buy
+9,906
New +$209K 0.1% 143

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

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

Cahill Financial Advisors sold out of Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q4 2020, closing a stake of 21,462 shares — an estimated $455K sold.

Cahill Financial Advisors first reported a position in BSCK in Q1 2018 and held it in 11 quarters. The position peaked at $2.01M in Q3 2019. 3 funds tracked by Wall St. Rank hold BSCK as of Q4 2020.

  • Cahill Financial Advisors reported no remaining Invesco BulletShares 2020 Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Cahill Financial Advisors sold 21,462 Invesco BulletShares 2020 Corporate Bond ETF shares in Q4 2020, an estimated $455K.
  • Cahill Financial Advisors first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q1 2018 and held it in 11 quarters.
  • Cahill Financial Advisors's Invesco BulletShares 2020 Corporate Bond ETF position peaked at $2.01M in Q3 2019.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q4 2020.

Based on Cahill Financial Advisors's 13F filing for Q4 2020, filed 17 Feb 2021.