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

Edge 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
2020 Q4	–	Sell	-938	Closed	-$20K	–	482
2020 Q3	$20K	Sell	938 -309,278	-100%	-$6.57M	﹤0.01%	263
2020 Q2	$6.6M	Buy	310,216 +306,116	+7,466%	+$6.51M	1.25%	29
2020 Q1	$86K	Hold	4,100	–	–	0.02%	188
2019 Q4	$87K	Hold	4,100	–	–	0.02%	210
2019 Q3	$87K	Hold	4,100	–	–	0.02%	201
2019 Q2	$87K	Buy	+4,100	New	+$87K	0.02%	205

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

Edge Wealth Management's BSCK Position: Q4 2020 in Review

Edge Wealth Management sold out of Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q4 2020, closing a stake of 938 shares — an estimated $20K sold.

Edge Wealth Management first reported a position in BSCK in Q2 2019 and held it in 6 quarters. The position peaked at $6.6M in Q2 2020. 3 funds tracked by Wall St. Rank hold BSCK as of Q4 2020.

Edge Wealth Management reported no remaining Invesco BulletShares 2020 Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
Edge Wealth Management sold 938 Invesco BulletShares 2020 Corporate Bond ETF shares in Q4 2020, an estimated $20K.
Edge Wealth Management first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q2 2019 and held it in 6 quarters.
Edge Wealth Management's Invesco BulletShares 2020 Corporate Bond ETF position peaked at $6.6M in Q2 2020.
3 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q4 2020.

Based on Edge Wealth Management's 13F filing for Q4 2020, filed 19 Jan 2021.