LF
BSCK

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

Lantz Financial’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
-114,536
Closed -$2.44M – 134
2019
Q4 		$2.44M Buy
114,536
+7,300
+7% +$155K 1.44% 10
2019
Q3 		$2.29M Buy
107,236
+18,547
+21% +$395K 1.54% 8
2019
Q2 		$1.89M Buy
88,689
+16,994
+24% +$361K 1.28% 12
2019
Q1 		$1.52M Buy
+71,695
New +$1.52M 1.1% 25

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 $451M AUM 13.94% 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

Lantz Financial's BSCK Position: Q1 2020 in Review

Lantz Financial sold out of Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q1 2020, closing a stake of 114,536 shares — an estimated $2.44M sold.

Lantz Financial first reported a position in BSCK in Q1 2019 and held it in 4 quarters. The position peaked at $2.44M in Q4 2019. 252 funds tracked by Wall St. Rank hold BSCK as of Q1 2020.

  • Lantz Financial reported no remaining Invesco BulletShares 2020 Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Lantz Financial sold 114,536 Invesco BulletShares 2020 Corporate Bond ETF shares in Q1 2020, an estimated $2.44M.
  • Lantz Financial first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q1 2019 and held it in 4 quarters.
  • Lantz Financial's Invesco BulletShares 2020 Corporate Bond ETF position peaked at $2.44M in Q4 2019.
  • 252 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q1 2020.

Based on Lantz Financial's 13F filing for Q1 2020, filed 10 Apr 2020.