KFI
BSCK

Key Financial Inc’s Invesco BulletShares 2020 Corporate Bond ETF BSCK Stock Holding History

Key Financial Inc’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
-9,645
Closed -$205K – 754
2020
Q3 		$205K Hold
9,645
– – 0.21% 109
2020
Q2 		$205K Sell
9,645
-1,272
-12% -$27K 0.24% 94
2020
Q1 		$230K Buy
10,917
+223
+2% +$4.72K 0.24% 84
2019
Q4 		$228K Buy
+10,694
New +$228K 0.21% 98

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

Key Financial Inc's BSCK Position: Q4 2020 in Review

Key Financial Inc sold out of Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q4 2020, closing a stake of 9,645 shares — an estimated $205K sold.

Key Financial Inc first reported a position in BSCK in Q4 2019 and held it in 4 quarters. The position peaked at $230K in Q1 2020. 3 funds tracked by Wall St. Rank hold BSCK as of Q4 2020.

  • Key Financial Inc reported no remaining Invesco BulletShares 2020 Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Key Financial Inc sold 9,645 Invesco BulletShares 2020 Corporate Bond ETF shares in Q4 2020, an estimated $205K.
  • Key Financial Inc first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q4 2019 and held it in 4 quarters.
  • Key Financial Inc's Invesco BulletShares 2020 Corporate Bond ETF position peaked at $230K in Q1 2020.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q4 2020.

Based on Key Financial Inc's 13F filing for Q4 2020, filed 29 Jan 2021.