First Personal Financial Services’s Invesco BulletShares 2020 Corporate Bond ETF BSCK Stock Holding History

First Personal Financial Services’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	-706	Closed	-$15K	–	590
2019 Q3	$15K	Hold	706	–	–	﹤0.01%	345
2019 Q2	$15K	Hold	706	–	–	﹤0.01%	447
2019 Q1	$15K	Hold	706	–	–	﹤0.01%	444
2018 Q4	$15K	Hold	706	–	–	0.01%	419
2018 Q3	$15K	Hold	706	–	–	﹤0.01%	451
2018 Q2	$15K	Hold	706	–	–	0.01%	448
2018 Q1	$15K	Hold	706	–	–	﹤0.01%	703
2017 Q4	$15K	Hold	706	–	–	﹤0.01%	713
2017 Q3	$15K	Hold	706	–	–	﹤0.01%	644
2017 Q2	$15K	Hold	706	–	–	﹤0.01%	641
2017 Q1	$15K	Hold	706	–	–	﹤0.01%	631
2016 Q4	$15K	Hold	706	–	–	﹤0.01%	617
2016 Q3	$15K	Hold	706	–	–	﹤0.01%	497
2016 Q2	$15K	Hold	706	–	–	0.01%	477
2016 Q1	$15K	Sell	706 -1,707	-71%	-$35.9K	0.01%	248
2015 Q4	$50K	Hold	2,413	–	–	0.03%	180
2015 Q3	$52K	Buy	2,413 +706	+41%	+$15K	0.03%	169
2015 Q2	$37K	Hold	1,707	–	–	0.02%	187
2015 Q1	$37K	Hold	1,707	–	–	0.02%	185
2014 Q4	$36K	Buy	+1,707	New	+$36.1K	0.02%	178

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

First Personal Financial Services's BSCK Position: Q4 2019 in Review

First Personal Financial Services sold out of Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q4 2019, closing a stake of 706 shares — an estimated $15K sold.

First Personal Financial Services first reported a position in BSCK in Q4 2014 and held it in 20 quarters. The position peaked at $52K in Q3 2015. 257 funds tracked by Wall St. Rank hold BSCK as of Q4 2019.

First Personal Financial Services reported no remaining Invesco BulletShares 2020 Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
First Personal Financial Services sold 706 Invesco BulletShares 2020 Corporate Bond ETF shares in Q4 2019, an estimated $15K.
First Personal Financial Services first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q4 2014 and held it in 20 quarters.
First Personal Financial Services's Invesco BulletShares 2020 Corporate Bond ETF position peaked at $52K in Q3 2015.
257 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q4 2019.

Based on First Personal Financial Services's 13F filing for Q4 2019, filed 24 Jan 2020.