Forvis Mazars Wealth Advisors’s Invesco BulletShares 2020 Corporate Bond ETF BSCK Stock Holding History

Forvis Mazars Wealth Advisors’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	-11,995	Closed	-$255K	–	366
2020 Q3	$255K	Hold	11,995	–	–	0.01%	272
2020 Q2	$255K	Hold	11,995	–	–	0.02%	268
2020 Q1	$252K	Hold	11,995	–	–	0.02%	247
2019 Q4	$255K	Hold	11,995	–	–	0.02%	256
2019 Q3	$255K	Sell	11,995 -2,570	-18%	-$54.8K	0.02%	234
2019 Q2	$310K	Hold	14,565	–	–	0.03%	217
2019 Q1	$309K	Hold	14,565	–	–	0.03%	208
2018 Q4	$307K	Hold	14,565	–	–	0.03%	175
2018 Q3	$307K	Hold	14,565	–	–	0.03%	192
2018 Q2	$307K	Buy	+14,565	New	+$306K	0.03%	191
2018 Q1	–	Sell	-14,565	Closed	-$310K	–	260
2017 Q4	$310K	Buy	+14,565	New	+$312K	0.03%	197

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

Forvis Mazars Wealth Advisors's BSCK Position: Q4 2020 in Review

Forvis Mazars Wealth Advisors sold out of Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q4 2020, closing a stake of 11,995 shares — an estimated $255K sold.

Forvis Mazars Wealth Advisors first reported a position in BSCK in Q4 2017 and held it in 11 quarters. The position peaked at $310K in Q2 2019. 3 funds tracked by Wall St. Rank hold BSCK as of Q4 2020.

Forvis Mazars Wealth Advisors reported no remaining Invesco BulletShares 2020 Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 11,995 Invesco BulletShares 2020 Corporate Bond ETF shares in Q4 2020, an estimated $255K.
Forvis Mazars Wealth Advisors first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q4 2017 and held it in 11 quarters.
Forvis Mazars Wealth Advisors's Invesco BulletShares 2020 Corporate Bond ETF position peaked at $310K in Q2 2019.
3 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q4 2020.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q4 2020, filed 22 Jan 2021.