CA
BSCK

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

Clearstead 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
-2,400
Closed -$51K – 1045
2020
Q3 		$51K Buy
+2,400
New +$51K 0.01% 463

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

Clearstead Advisors's BSCK Position: Q4 2020 in Review

Clearstead Advisors sold out of Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q4 2020, closing a stake of 2,400 shares — an estimated $51K sold.

Clearstead Advisors first reported a position in BSCK in Q3 2020 and held it in 1 quarter. The position peaked at $51K in Q3 2020. 3 funds tracked by Wall St. Rank hold BSCK as of Q4 2020.

  • Clearstead Advisors reported no remaining Invesco BulletShares 2020 Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Clearstead Advisors sold 2,400 Invesco BulletShares 2020 Corporate Bond ETF shares in Q4 2020, an estimated $51K.
  • Clearstead Advisors first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q3 2020 and held it in 1 quarter.
  • Clearstead Advisors's Invesco BulletShares 2020 Corporate Bond ETF position peaked at $51K in Q3 2020.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q4 2020.

Based on Clearstead Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.