IAA
BSCK

Independent Advisor Alliance’s Invesco BulletShares 2020 Corporate Bond ETF BSCK Stock Holding History

Independent Advisor Alliance’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
Q1 		– Sell
-44,319
Closed -$944K – 941
2019
Q4 		$944K Buy
+44,319
New +$944K 0.04% 382
2017
Q2 		– Sell
-13,201
Closed -$283K – 438
2017
Q1 		$283K Buy
+13,201
New +$281K 0.04% 316

Other funds holding BSCK

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
IWMA
Ironwood Wealth Management (Arizona) Chandler, Arizona $349M AUM 12.51% 1-Year Est. Return
SFWC
Strategic Family Wealth Counselors Fairfield, New Jersey $381M AUM 21.36% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

Independent Advisor Alliance's BSCK Position: Q1 2020 in Review

Independent Advisor Alliance sold out of Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q1 2020, closing a stake of 44,319 shares — an estimated $944K sold.

Independent Advisor Alliance first reported a position in BSCK in Q1 2017 and held it in 2 quarters. The position peaked at $944K in Q4 2019. 252 funds tracked by Wall St. Rank hold BSCK as of Q1 2020.

  • Independent Advisor Alliance reported no remaining Invesco BulletShares 2020 Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 44,319 Invesco BulletShares 2020 Corporate Bond ETF shares in Q1 2020, an estimated $944K.
  • Independent Advisor Alliance first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q1 2017 and held it in 2 quarters.
  • Independent Advisor Alliance's Invesco BulletShares 2020 Corporate Bond ETF position peaked at $944K in Q4 2019.
  • 252 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q1 2020.

Based on Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.