Creative Planning’s Invesco BulletShares 2020 Corporate Bond ETF BSCK Stock Holding History

Creative Planning’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
2018 Q2	–	Sell	-10,633	Closed	-$224K	–	2237
2018 Q1	$224K	Sell	10,633 -2,457	-19%	-$51.9K	﹤0.01%	1531
2017 Q4	$279K	Buy	+13,090	New	+$280K	﹤0.01%	1408
2017 Q1	–	Sell	-288	Closed	-$6K	–	5153
2016 Q4	$6K	Sell	288 -27	-9%	-$577	﹤0.01%	3916
2016 Q3	$7K	Buy	+315	New	+$6.83K	﹤0.01%	3770
2015 Q4	–	Sell	-3,529	Closed	-$75K	–	4863
2015 Q3	$75K	Buy	+3,529	New	+$74.8K	﹤0.01%	1769

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

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

FCB

First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

Creative Planning's BSCK Position: Q2 2018 in Review

Creative Planning sold out of Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q2 2018, closing a stake of 10,633 shares — an estimated $224K sold.

Creative Planning first reported a position in BSCK in Q3 2015 and held it in 5 quarters. The position peaked at $279K in Q4 2017. 174 funds tracked by Wall St. Rank hold BSCK as of Q2 2018.

Creative Planning reported no remaining Invesco BulletShares 2020 Corporate Bond ETF position as of Q2 2018 after selling out during the quarter.
Creative Planning sold 10,633 Invesco BulletShares 2020 Corporate Bond ETF shares in Q2 2018, an estimated $224K.
Creative Planning first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q3 2015 and held it in 5 quarters.
Creative Planning's Invesco BulletShares 2020 Corporate Bond ETF position peaked at $279K in Q4 2017.
174 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q2 2018.

Based on Creative Planning's 13F filing for Q2 2018, filed 20 Jul 2018.