GSWM
BSCK

Golden State Wealth Management’s Invesco BulletShares 2020 Corporate Bond ETF BSCK Stock Holding History

Golden State Wealth 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
2020
Q4 		– Sell
-6,492
Closed -$138K – 454
2020
Q3 		$138K Buy
+6,492
New +$138K 0.05% 233
2020
Q2 		– Sell
-6,492
Closed -$136K – 1036
2020
Q1 		$136K Buy
+6,492
New +$137K 0.06% 213
2019
Q4 		– Sell
-6,630
Closed -$141K – 1115
2019
Q3 		$141K Hold
6,630
– – 0.05% 261
2019
Q2 		$140K Hold
6,630
– – 0.04% 279
2019
Q1 		$141K Buy
+6,630
New +$140K 0.05% 272

Other funds holding BSCK

FAG
Financial Advisory Group Houston, Texas $567M AUM 19.38% 1-Year Est. Return
GI
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

Golden State Wealth Management's BSCK Position: Q4 2020 in Review

Golden State Wealth Management sold out of Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q4 2020, closing a stake of 6,492 shares — an estimated $138K sold.

Golden State Wealth Management first reported a position in BSCK in Q1 2019 and held it in 5 quarters. The position peaked at $141K in Q3 2019. 3 funds tracked by Wall St. Rank hold BSCK as of Q4 2020.

  • Golden State Wealth Management reported no remaining Invesco BulletShares 2020 Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Golden State Wealth Management sold 6,492 Invesco BulletShares 2020 Corporate Bond ETF shares in Q4 2020, an estimated $138K.
  • Golden State Wealth Management first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q1 2019 and held it in 5 quarters.
  • Golden State Wealth Management's Invesco BulletShares 2020 Corporate Bond ETF position peaked at $141K in Q3 2019.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q4 2020.

Based on Golden State Wealth Management's 13F filing for Q4 2020, filed 28 Jan 2021.