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Heartwood Wealth Advisors’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Heartwood Wealth Advisors’s Portfolio BSCQ Stock Details BSCQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-24,000
Closed -$24K – 79
2020
Q2 		$24K Buy
+24,000
New +$502K ﹤0.01% 75

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CPC
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WSTAM
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BFA
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Heartwood Wealth Advisors's BSCQ Position: Q3 2020 in Review

Heartwood Wealth Advisors sold out of Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) in Q3 2020, closing a stake of 24,000 shares — an estimated $24K sold.

Heartwood Wealth Advisors first reported a position in BSCQ in Q2 2020 and held it in 1 quarter. The position peaked at $24K in Q2 2020. 77 funds tracked by Wall St. Rank hold BSCQ as of Q3 2020.

  • Heartwood Wealth Advisors reported no remaining Invesco BulletShares 2026 Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 24,000 Invesco BulletShares 2026 Corporate Bond ETF shares in Q3 2020, an estimated $24K.
  • Heartwood Wealth Advisors first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q2 2020 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $24K in Q2 2020.
  • 77 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q3 2020.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.