HWA
BSCK

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

HHM Wealth 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
-10,050
Closed -$213K – 583
2020
Q3 		$213K Sell
10,050
-430
-4% -$9.13K 0.09% 88
2020
Q2 		$223K Sell
10,480
-3,928
-27% -$83.5K 0.09% 79
2020
Q1 		$303K Sell
14,408
-2,280
-14% -$48.3K 0.15% 56
2019
Q4 		$355K Sell
16,688
-3,063
-16% -$65.2K 0.17% 54
2019
Q3 		$421K Sell
19,751
-7,512
-28% -$160K 0.24% 44
2019
Q2 		$580K Sell
27,263
-950
-3% -$20.2K 0.34% 28
2019
Q1 		$599K Sell
28,213
-235
-0.8% -$4.97K 0.38% 26
2018
Q4 		$599K Buy
+28,448
New +$598K 0.44% 24

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

HHM Wealth Advisors's BSCK Position: Q4 2020 in Review

HHM Wealth Advisors sold out of Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q4 2020, closing a stake of 10,050 shares — an estimated $213K sold.

HHM Wealth Advisors first reported a position in BSCK in Q4 2018 and held it in 8 quarters. The position peaked at $599K in Q1 2019. 3 funds tracked by Wall St. Rank hold BSCK as of Q4 2020.

  • HHM Wealth Advisors reported no remaining Invesco BulletShares 2020 Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • HHM Wealth Advisors sold 10,050 Invesco BulletShares 2020 Corporate Bond ETF shares in Q4 2020, an estimated $213K.
  • HHM Wealth Advisors first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q4 2018 and held it in 8 quarters.
  • HHM Wealth Advisors's Invesco BulletShares 2020 Corporate Bond ETF position peaked at $599K in Q1 2019.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q4 2020.

Based on HHM Wealth Advisors's 13F filing for Q4 2020, filed 28 Jan 2021.