CMH Wealth Management’s Invesco BulletShares 2020 Corporate Bond ETF BSCK Stock Holding History

CMH Wealth Management’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
2019 Q1	–	Sell	-291,921	Closed	-$6.15M	–	67
2018 Q4	$6.15M	Buy	+291,921	New	+$6.14M	3.71%	6
2018 Q1	–	Sell	-55,145	Closed	-$1.17M	–	59
2017 Q4	$1.17M	Buy	+55,145	New	+$1.18M	0.78%	46
2017 Q3	–	Sell	-62,275	Closed	-$1.34M	–	55
2017 Q2	$1.34M	Sell	62,275 -920	-1%	-$19.7K	1.07%	39
2017 Q1	$1.36M	Buy	63,195 +8,755	+16%	+$187K	1.06%	38
2016 Q4	$1.16M	Buy	+54,440	New	+$1.16M	1.02%	40

Other funds holding BSCK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IWMA

Ironwood Wealth Management (Arizona) Chandler, Arizona $349M AUM 12.51% 1-Year Est. Return

CMH Wealth Management's BSCK Position: Q1 2019 in Review

CMH Wealth Management sold out of Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q1 2019, closing a stake of 291,921 shares — an estimated $6.15M sold.

CMH Wealth Management first reported a position in BSCK in Q4 2016 and held it in 5 quarters. The position peaked at $6.15M in Q4 2018. 228 funds tracked by Wall St. Rank hold BSCK as of Q1 2019.

CMH Wealth Management reported no remaining Invesco BulletShares 2020 Corporate Bond ETF position as of Q1 2019 after selling out during the quarter.
CMH Wealth Management sold 291,921 Invesco BulletShares 2020 Corporate Bond ETF shares in Q1 2019, an estimated $6.15M.
CMH Wealth Management first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q4 2016 and held it in 5 quarters.
CMH Wealth Management's Invesco BulletShares 2020 Corporate Bond ETF position peaked at $6.15M in Q4 2018.
228 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q1 2019.

Based on CMH Wealth Management's 13F filing for Q1 2019, filed 15 Apr 2019.