Capital Directions Investment Advisors’s Invesco BulletShares 2020 Corporate Bond ETF BSCK Stock Holding History

Capital Directions Investment 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	-6,799	Closed	-$144K	–	203
2020 Q3	$144K	Buy	6,799 +177	+3%	+$3.76K	0.05%	66
2020 Q2	$141K	Buy	6,622 +4,697	+244%	+$99.9K	0.06%	62
2020 Q1	$40K	Buy	+1,925	New	+$40.7K	0.02%	122

Other funds holding BSCK

FAG

Financial Advisory Group Houston, Texas $567M AUM 19.38% 1-Year Est. Return

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

Capital Directions Investment Advisors's BSCK Position: Q4 2020 in Review

Capital Directions Investment Advisors sold out of Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q4 2020, closing a stake of 6,799 shares — an estimated $144K sold.

Capital Directions Investment Advisors first reported a position in BSCK in Q1 2020 and held it in 3 quarters. The position peaked at $144K in Q3 2020. 3 funds tracked by Wall St. Rank hold BSCK as of Q4 2020.

Capital Directions Investment Advisors reported no remaining Invesco BulletShares 2020 Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
Capital Directions Investment Advisors sold 6,799 Invesco BulletShares 2020 Corporate Bond ETF shares in Q4 2020, an estimated $144K.
Capital Directions Investment Advisors first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q1 2020 and held it in 3 quarters.
Capital Directions Investment Advisors's Invesco BulletShares 2020 Corporate Bond ETF position peaked at $144K in Q3 2020.
3 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q4 2020.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2020, filed 10 Feb 2021.