Financial Gravity Asset Management’s Invesco BulletShares 2020 Corporate Bond ETF BSCK Stock Holding History

Financial Gravity Asset 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 Q4	–	Sell	-597	Closed	-$13K	–	1857
2019 Q3	$13K	Buy	597 +25	+4%	+$533	0.01%	563
2019 Q2	$12K	Sell	572 -60	-9%	-$1.27K	0.01%	570
2019 Q1	$13K	Buy	+632	New	+$13.4K	0.01%	520
2018 Q3	$13K	Sell	622 -328	-35%	-$6.91K	0.01%	542
2018 Q2	$20K	Buy	950 +336	+55%	+$7.07K	0.02%	477
2018 Q1	$13K	Buy	+614	New	+$13K	0.01%	560

Other funds holding BSCK

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

BCM

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

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

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

RWP

Reliant Wealth Planning Louisville, Kentucky $331M AUM 10.94% 1-Year Est. Return

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

MFWM

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

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

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

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

Financial Gravity Asset Management's BSCK Position: Q4 2019 in Review

Financial Gravity Asset Management sold out of Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q4 2019, closing a stake of 597 shares — an estimated $13K sold.

Financial Gravity Asset Management first reported a position in BSCK in Q1 2018 and held it in 6 quarters. The position peaked at $20K in Q2 2018. 257 funds tracked by Wall St. Rank hold BSCK as of Q4 2019.

Financial Gravity Asset Management reported no remaining Invesco BulletShares 2020 Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
Financial Gravity Asset Management sold 597 Invesco BulletShares 2020 Corporate Bond ETF shares in Q4 2019, an estimated $13K.
Financial Gravity Asset Management first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q1 2018 and held it in 6 quarters.
Financial Gravity Asset Management's Invesco BulletShares 2020 Corporate Bond ETF position peaked at $20K in Q2 2018.
257 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.