FAIM
BSCK

Financial Advocates Investment Management’s Invesco BulletShares 2020 Corporate Bond ETF BSCK Stock Holding History

Financial Advocates Investment 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
Q3 		– Sell
-12,038
Closed -$256K – 702
2020
Q2 		$256K Buy
12,038
+11
+0.1% +$234 0.02% 500
2020
Q1 		$253K Buy
+12,027
New +$255K 0.04% 389

Other funds holding BSCK

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFWC
Strategic Family Wealth Counselors Fairfield, New Jersey $381M AUM 21.36% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return
IWMA
Ironwood Wealth Management (Arizona) Chandler, Arizona $451M AUM 13.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Advocates Investment Management's BSCK Position: Q3 2020 in Review

Financial Advocates Investment Management sold out of Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q3 2020, closing a stake of 12,038 shares — an estimated $256K sold.

Financial Advocates Investment Management first reported a position in BSCK in Q1 2020 and held it in 2 quarters. The position peaked at $256K in Q2 2020. 249 funds tracked by Wall St. Rank hold BSCK as of Q3 2020.

  • Financial Advocates Investment Management reported no remaining Invesco BulletShares 2020 Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Financial Advocates Investment Management sold 12,038 Invesco BulletShares 2020 Corporate Bond ETF shares in Q3 2020, an estimated $256K.
  • Financial Advocates Investment Management first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q1 2020 and held it in 2 quarters.
  • Financial Advocates Investment Management's Invesco BulletShares 2020 Corporate Bond ETF position peaked at $256K in Q2 2020.
  • 249 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q3 2020.

Based on Financial Advocates Investment Management's 13F filing for Q3 2020, filed 4 Nov 2020.