D. Scott Neal’s Invesco BulletShares 2020 Corporate Bond ETF BSCK Stock Holding History

D. Scott Neal’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 Q3	–	Sell	-25,510	Closed	-$537K	–	69
2018 Q2	$537K	Hold	25,510	–	–	0.3%	23
2018 Q1	$537K	Hold	25,510	–	–	0.3%	24
2017 Q4	$543K	Hold	25,510	–	–	0.33%	27
2017 Q3	$549K	Buy	+25,510	New	+$549K	0.33%	25

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 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

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

FCB

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

FCFS

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

D. Scott Neal's BSCK Position: Q3 2018 in Review

D. Scott Neal sold out of Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q3 2018, closing a stake of 25,510 shares — an estimated $537K sold.

D. Scott Neal first reported a position in BSCK in Q3 2017 and held it in 4 quarters. The position peaked at $549K in Q3 2017. 176 funds tracked by Wall St. Rank hold BSCK as of Q3 2018.

D. Scott Neal reported no remaining Invesco BulletShares 2020 Corporate Bond ETF position as of Q3 2018 after selling out during the quarter.
D. Scott Neal sold 25,510 Invesco BulletShares 2020 Corporate Bond ETF shares in Q3 2018, an estimated $537K.
D. Scott Neal first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q3 2017 and held it in 4 quarters.
D. Scott Neal's Invesco BulletShares 2020 Corporate Bond ETF position peaked at $549K in Q3 2017.
176 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q3 2018.

Based on D. Scott Neal's 13F filing for Q3 2018, filed 13 Nov 2018.