JFM
BSCK

Jackson Financial Management’s Invesco BulletShares 2020 Corporate Bond ETF BSCK Stock Holding History

Jackson Financial Management’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
2019
Q4 		$9.36M Buy
439,402
+24,802
+6% +$528K 4.83% 8
2019
Q3 		$8.83M Sell
414,600
-2,995
-0.7% -$63.8K 5.33% 9
2019
Q2 		$8.88M Buy
417,595
+4,085
+1% +$86.7K 5.78% 7
2019
Q1 		$8.78M Buy
+413,510
New +$8.74M 5.83% 6

Other funds holding BSCK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RWP
Reliant Wealth Planning Louisville, Kentucky $331M AUM 10.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jackson Financial Management's BSCK Position: Q4 2019 in Review

Jackson Financial Management increased its Invesco BulletShares 2020 Corporate Bond ETF (BSCK) stake by 6% in Q4 2019, buying an estimated $528K and bringing the position to 439,402 shares worth $9.36M. The position accounts for 4.83% of the portfolio, ranked #8.

Jackson Financial Management first reported a position in BSCK in Q1 2019 and has held it in 4 quarters since. 257 funds tracked by Wall St. Rank hold BSCK as of Q4 2019.

  • Jackson Financial Management held 439,402 shares of Invesco BulletShares 2020 Corporate Bond ETF worth $9.36M as of Q4 2019.
  • Jackson Financial Management bought 24,802 Invesco BulletShares 2020 Corporate Bond ETF shares in Q4 2019, an estimated $528K.
  • Invesco BulletShares 2020 Corporate Bond ETF made up 4.83% of Jackson Financial Management's portfolio in Q4 2019, its #8 holding.
  • Jackson Financial Management first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q1 2019 and has held it in 4 quarters since.
  • 257 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q4 2019.

Based on Jackson Financial Management's 13F filing for Q4 2019, filed 17 Jan 2020.