GVAG
BSCK

Great Valley Advisor Group’s Invesco BulletShares 2020 Corporate Bond ETF BSCK Stock Holding History

Great Valley Advisor Group’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
-36,612
Closed -$777K – 487
2020
Q3 		$777K Sell
36,612
-46,179
-56% -$981K 0.1% 189
2020
Q2 		$1.76M Buy
+82,791
New +$1.76M 0.29% 94

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

Great Valley Advisor Group's BSCK Position: Q4 2020 in Review

Great Valley Advisor Group sold out of Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q4 2020, closing a stake of 36,612 shares — an estimated $777K sold.

Great Valley Advisor Group first reported a position in BSCK in Q2 2020 and held it in 2 quarters. The position peaked at $1.76M in Q2 2020. 3 funds tracked by Wall St. Rank hold BSCK as of Q4 2020.

  • Great Valley Advisor Group reported no remaining Invesco BulletShares 2020 Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Great Valley Advisor Group sold 36,612 Invesco BulletShares 2020 Corporate Bond ETF shares in Q4 2020, an estimated $777K.
  • Great Valley Advisor Group first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q2 2020 and held it in 2 quarters.
  • Great Valley Advisor Group's Invesco BulletShares 2020 Corporate Bond ETF position peaked at $1.76M in Q2 2020.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q4 2020.

Based on Great Valley Advisor Group's 13F filing for Q4 2020, filed 29 Jan 2021.