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

Freedom 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
2018 Q3	–	Sell	-31,825	Closed	-$670K	–	1007
2018 Q2	$670K	Sell	31,825 -1,636	-5%	-$34.4K	0.04%	446
2018 Q1	$705K	Sell	33,461 -4,685	-12%	-$99K	0.04%	493
2017 Q4	$812K	Sell	38,146 -20,943	-35%	-$448K	0.04%	450
2017 Q3	$1.27M	Buy	59,089 +6,446	+12%	+$139K	0.07%	257
2017 Q2	$1.13M	Sell	52,643 -16,742	-24%	-$359K	0.06%	274
2017 Q1	$1.48M	Buy	69,385 +4,606	+7%	+$98.2K	0.09%	194
2016 Q4	$1.37M	Sell	64,779 -8,016	-11%	-$171K	0.09%	167
2016 Q3	$1.58M	Buy	72,795 +10,349	+17%	+$225K	0.1%	136
2016 Q2	$1.36M	Buy	62,446 +3,923	+7%	+$84.3K	0.09%	140
2016 Q1	$1.25M	Buy	+58,523	New	+$1.23M	0.09%	165

Other funds holding BSCK

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

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

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

MFWM

Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return

FCB

First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

FCFS

First Command Financial Services Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

Freedom Investment Management's BSCK Position: Q3 2018 in Review

Freedom Investment Management sold out of Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q3 2018, closing a stake of 31,825 shares — an estimated $670K sold.

Freedom Investment Management first reported a position in BSCK in Q1 2016 and held it in 10 quarters. The position peaked at $1.58M in Q3 2016. 176 funds tracked by Wall St. Rank hold BSCK as of Q3 2018.

Freedom Investment Management reported no remaining Invesco BulletShares 2020 Corporate Bond ETF position as of Q3 2018 after selling out during the quarter.
Freedom Investment Management sold 31,825 Invesco BulletShares 2020 Corporate Bond ETF shares in Q3 2018, an estimated $670K.
Freedom Investment Management first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q1 2016 and held it in 10 quarters.
Freedom Investment Management's Invesco BulletShares 2020 Corporate Bond ETF position peaked at $1.58M in Q3 2016.
176 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q3 2018.

Based on Freedom Investment Management's 13F filing for Q3 2018, filed 17 Oct 2018.