Madison Investment Holdings’s Invesco BulletShares 2020 Corporate Bond ETF BSCK Stock Holding History

Madison Investment Holdings’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 Q4	–	Sell	-93,358	Closed	-$1.97M	–	272
2018 Q3	$1.97M	Buy	93,358 +1,029	+1%	+$21.7K	0.03%	187
2018 Q2	$1.94M	Buy	+92,329	New	+$1.94M	0.03%	189
2018 Q1	–	Sell	-88,875	Closed	-$1.89M	–	268
2017 Q4	$1.89M	Buy	88,875 +182	+0.2%	+$3.9K	0.03%	195
2017 Q3	$1.91M	Sell	88,693 -1,358	-2%	-$29.2K	0.03%	200
2017 Q2	$1.93M	Buy	90,051 +28,247	+46%	+$606K	0.04%	195
2017 Q1	$1.32M	Buy	61,804 +17,985	+41%	+$383K	0.02%	197
2016 Q4	$929K	Buy	43,819 +25,390	+138%	+$543K	0.02%	207
2016 Q3	$400K	Buy	18,429 +5,219	+40%	+$113K	0.01%	221
2016 Q2	$287K	Buy	+13,210	New	+$284K	0.01%	231

Other funds holding BSCK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Madison Investment Holdings's BSCK Position: Q4 2018 in Review

Madison Investment Holdings sold out of Invesco BulletShares 2020 Corporate Bond ETF (BSCK) in Q4 2018, closing a stake of 93,358 shares — an estimated $1.97M sold.

Madison Investment Holdings first reported a position in BSCK in Q2 2016 and held it in 9 quarters. The position peaked at $1.97M in Q3 2018. 212 funds tracked by Wall St. Rank hold BSCK as of Q4 2018.

Madison Investment Holdings reported no remaining Invesco BulletShares 2020 Corporate Bond ETF position as of Q4 2018 after selling out during the quarter.
Madison Investment Holdings sold 93,358 Invesco BulletShares 2020 Corporate Bond ETF shares in Q4 2018, an estimated $1.97M.
Madison Investment Holdings first reported a position in Invesco BulletShares 2020 Corporate Bond ETF in Q2 2016 and held it in 9 quarters.
Madison Investment Holdings's Invesco BulletShares 2020 Corporate Bond ETF position peaked at $1.97M in Q3 2018.
212 funds tracked by Wall St. Rank held Invesco BulletShares 2020 Corporate Bond ETF as of Q4 2018.

Based on Madison Investment Holdings's 13F filing for Q4 2018, filed 8 Feb 2019.