CA
BSCK

Capital Advantage’s Invesco BulletShares 2020 Corporate Bond ETF BSCK Stock Holding History

Capital Advantage’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
Q2 		– Sell
-7,108
Closed -$151K – 95
2020
Q1 		$151K Buy
+7,108
New +$150K 0.06% 85
2018
Q4 		– Sell
-8,374
Closed -$177K – 88
2018
Q3 		$177K Buy
+8,374
New +$176K 0.04% 78

Other funds holding BSCK

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
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
SFWC
Strategic Family Wealth Counselors Fairfield, New Jersey $381M AUM 21.36% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
IWMA
Ironwood Wealth Management (Arizona) Chandler, Arizona $349M AUM 12.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Capital Advantage's BSCK Position: Q2 2020 in Review

Capital Advantage sold out of Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q2 2020, closing a stake of 7,108 shares — an estimated $151K sold.

Capital Advantage first reported a position in BSCK in Q3 2018 and held it in 2 quarters. The position peaked at $177K in Q3 2018. 244 funds tracked by Wall St. Rank hold BSCK as of Q2 2020.

  • Capital Advantage reported no remaining Invesco BulletShares 2020 Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Capital Advantage sold 7,108 Invesco BulletShares 2020 Corporate Bond ETF shares in Q2 2020, an estimated $151K.
  • Capital Advantage first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q3 2018 and held it in 2 quarters.
  • Capital Advantage's Invesco BulletShares 2020 Corporate Bond ETF position peaked at $177K in Q3 2018.
  • 244 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q2 2020.

Based on Capital Advantage's 13F filing for Q2 2020, filed 13 Aug 2020.