FGC
BSCK

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

Financial Gravity Companies’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
Q4 		$13K Buy
+623
New +$13.1K 0.01% 551
2018
Q1 		$13K Buy
+614
New +$13K 0.01% 560

Other funds holding BSCK

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
Wells Fargo
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 $6.8B AUM 26.96% 1-Year Est. Return
HighTower Advisors
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Financial Gravity Companies's BSCK Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q4 2018: 623 shares worth $13K. The stake represents 0.01% of the portfolio and ranks #551 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in BSCK as recently as Q1 2018.

Financial Gravity Companies first reported a position in BSCK in Q1 2018 and has held it in 2 quarters since. 212 funds tracked by Wall St. Rank hold BSCK as of Q4 2018.

  • Financial Gravity Companies held 623 shares of Invesco BulletShares 2020 Corporate Bond ETF worth $13K as of Q4 2018.
  • Invesco BulletShares 2020 Corporate Bond ETF was a new Financial Gravity Companies position in Q4 2018.
  • Invesco BulletShares 2020 Corporate Bond ETF made up 0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #551 holding.
  • Financial Gravity Companies first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q1 2018 and has held it in 2 quarters since.
  • 212 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.