LWA
BSCK

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

Lowe 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
2018
Q2 		– Sell
-2,361
Closed -$50K – 275
2018
Q1 		$50K Hold
2,361
– – 0.03% 66
2017
Q4 		$50K Buy
+2,361
New +$50.5K 0.03% 70

Other funds holding BSCK

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FCB
First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

Lowe Wealth Advisors's BSCK Position: Q2 2018 in Review

Lowe Wealth Advisors sold out of Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q2 2018, closing a stake of 2,361 shares — an estimated $50K sold.

Lowe Wealth Advisors first reported a position in BSCK in Q4 2017 and held it in 2 quarters. The position peaked at $50K in Q1 2018. 174 funds tracked by Wall St. Rank hold BSCK as of Q2 2018.

  • Lowe Wealth Advisors reported no remaining Invesco BulletShares 2020 Corporate Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Lowe Wealth Advisors sold 2,361 Invesco BulletShares 2020 Corporate Bond ETF shares in Q2 2018, an estimated $50K.
  • Lowe Wealth Advisors first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q4 2017 and held it in 2 quarters.
  • Lowe Wealth Advisors's Invesco BulletShares 2020 Corporate Bond ETF position peaked at $50K in Q1 2018.
  • 174 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q2 2018.

Based on Lowe Wealth Advisors's 13F filing for Q2 2018, filed 12 Jul 2018.