HA
BSCK

Harborview Advisors’s Invesco BulletShares 2020 Corporate Bond ETF BSCK Stock Holding History

Harborview 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
-29,268
Closed -$621K – 99
2020
Q3 		$621K Sell
29,268
-3,674
-11% -$78K 0.47% 53
2020
Q2 		$701K Sell
32,942
-4,796
-13% -$102K 0.58% 43
2020
Q1 		$793K Buy
37,738
+115
+0.3% +$2.43K 0.79% 24
2019
Q4 		$801K Buy
37,623
+969
+3% +$20.6K 0.61% 31
2019
Q3 		$781K Sell
36,654
-530
-1% -$11.3K 0.63% 30
2019
Q2 		$791K Buy
37,184
+2,077
+6% +$44.1K 0.64% 32
2019
Q1 		$745K Buy
+35,107
New +$742K 0.65% 34
2018
Q3 		– Sell
-36,984
Closed -$779K – 77
2018
Q2 		$779K Buy
36,984
+1,171
+3% +$24.6K 0.72% 30
2018
Q1 		$754K Buy
35,813
+226
+0.6% +$4.78K 0.72% 31
2017
Q4 		$758K Buy
+35,587
New +$762K 0.73% 31

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

Harborview Advisors's BSCK Position: Q4 2020 in Review

Harborview Advisors sold out of Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q4 2020, closing a stake of 29,268 shares — an estimated $621K sold.

Harborview Advisors first reported a position in BSCK in Q4 2017 and held it in 10 quarters. The position peaked at $801K in Q4 2019. 3 funds tracked by Wall St. Rank hold BSCK as of Q4 2020.

  • Harborview Advisors reported no remaining Invesco BulletShares 2020 Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Harborview Advisors sold 29,268 Invesco BulletShares 2020 Corporate Bond ETF shares in Q4 2020, an estimated $621K.
  • Harborview Advisors first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q4 2017 and held it in 10 quarters.
  • Harborview Advisors's Invesco BulletShares 2020 Corporate Bond ETF position peaked at $801K in Q4 2019.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q4 2020.

Based on Harborview Advisors's 13F filing for Q4 2020, filed 4 Feb 2021.